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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 | $55,402-20.6% | $76,089-42.2% | $77,714-43.4% |
| Participation rate | 96.6% | 63.6%+33.1pp | 69.1%+27.6pp | 70.6%+26.1pp |
| Annual return | 12.94% | 17.09%-4.2pp | 360.94%-348.0pp | 31.26%-18.3pp |
| Employer contribution / active EE | $1,661 | $1,789-7.2% | $2,690-38.2% | $2,727-39.1% |
| Participant deferral / active EE | $4,242 | $3,450+23.0% | $4,259-0.4% | $4,649-8.8% |
| Admin fee / account holder | $135 | $410-67.0% | $6,418-97.9% | $433-68.7% |