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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,799 |
Service code 49 · EIN 52-2114207 | Other Services | $5,552 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,467 | $129,227-90.4% | $184,260-93.2% | $77,736-84.0% |
| Participation rate | 51.9% | 87.4%-35.5pp | 86.8%-34.9pp | 70.6%-18.7pp |
| Annual return | 28.29% | 33.24%-5.0pp | 28.84%-0.6pp | 31.26%-3.0pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,484 | $7,307-66.0% | $9,133-72.8% | $4,651-46.6% |
| Admin fee / account holder | $227 | $256-11.4% | $13,898-98.4% | $433-47.7% |