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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,303 |
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.
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 | $9,423 | $56,339-83.3% | $104,301-91.0% | $68,486-86.2% |
| Participation rate | 89.7% | 63.3%+26.5pp | 73.3%+16.5pp | 67.9%+21.9pp |
| Annual return | 12.07% | -9.19%+21.3pp | 24.61%-12.5pp | -7.85%+19.9pp |
| Employer contribution / active EE | $1,482 | $1,960-24.4% | $3,373-56.1% | $2,597-42.9% |
| Participant deferral / active EE | $4,617 | $3,077+50.1% | $4,626-0.2% | $4,028+14.6% |
| Admin fee / account holder | $89 | $4,902-98.2% | $7,340-98.8% | $5,404-98.3% |