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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $70,342 |
Service code 49 · EIN 93-0987232 | Other Services | $20,004 |
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 | $37,543 | $72,303-48.1% | $86,691-56.7% | $64,814-42.1% |
| Participation rate | 92.0% | 80.4%+11.6pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | 11.10% | 392.77%-381.7pp | 35.94%-24.8pp | 32.84%-21.7pp |
| Employer contribution / active EE | $1,215 | $2,393-49.2% | $2,837-57.2% | $2,507-51.5% |
| Participant deferral / active EE | $3,700 | $4,660-20.6% | $4,656-20.5% | $4,310-14.2% |
| Admin fee / account holder | $243 | $174+39.9% | $7,492-96.8% | $188+29.6% |