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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,346 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $9,300 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,969 | $55,457-20.7% | $76,119-42.2% | $77,736-43.4% |
| Participation rate | 96.6% | 63.6%+33.0pp | 69.1%+27.6pp | 70.6%+26.1pp |
| Annual return | 12.94% | 17.09%-4.2pp | 361.25%-348.3pp | 31.26%-18.3pp |
| Employer contribution / active EE | $1,661 | $1,792-7.3% | $2,693-38.3% | $2,728-39.1% |
| Participant deferral / active EE | $4,242 | $3,454+22.8% | $4,259-0.4% | $4,651-8.8% |
| Admin fee / account holder | $135 | $411-67.0% | $6,421-97.9% | $433-68.7% |