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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,678 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $10,411 | $51,226-79.7% | $82,706-87.4% | $66,930-84.4% |
| Participation rate | 80.4% | 67.9%+12.5pp | 72.6%+7.8pp | 69.8%+10.5pp |
| Annual return | -17.83% | -9.61%-8.2pp | 701.76%-719.6pp | 1.57%-19.4pp |
| Employer contribution / active EE | $558 | $2,612-78.6% | $3,007-81.4% | $2,545-78.1% |
| Participant deferral / active EE | $2,157 | $3,460-37.7% | $4,394-50.9% | $4,238-49.1% |
| Admin fee / account holder | $141 | $416-66.0% | $5,329-97.3% | $593-76.2% |