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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,193 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $1,093 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,723 | $96,236-21.3% | $133,698-43.4% | $80,959-6.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 10.18% | 28.74%-18.6pp | 580.90%-570.7pp | 35.67%-25.5pp |
| Employer contribution / active EE | $3,923 | $3,350+17.1% | $4,218-7.0% | $2,757+42.3% |
| Participant deferral / active EE | $3,707 | $5,709-35.1% | $7,016-47.2% | $4,300-13.8% |
| Admin fee / account holder | $371 | $8,250-95.5% | $6,703-94.5% | $6,925-94.6% |