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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,678 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $35,492 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,589 | $89,093-54.4% | $102,434-60.4% | $77,736-47.8% |
| Participation rate | 91.8% | 80.9%+10.8pp | 76.5%+15.3pp | 70.6%+21.2pp |
| Annual return | 14.86% | 25.03%-10.2pp | 29.46%-14.6pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,671 | $2,699-38.1% | $3,023-44.7% | $2,728-38.8% |
| Participant deferral / active EE | $4,984 | $5,147-3.2% | $5,055-1.4% | $4,651+7.2% |
| Admin fee / account holder | $273 | $236+15.7% | $9,462-97.1% | $433-37.0% |