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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,003 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,301 | $82,674+24.9% | $125,381-17.6% | $68,486+50.8% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.4%-11.7pp | 67.9%+2.8pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.31%-588.8pp | -7.85%-8.6pp |
| Employer contribution / active EE | $344 | $3,382-89.8% | $4,815-92.9% | $2,597-86.7% |
| Participant deferral / active EE | $5,069 | $6,111-17.0% | $7,448-31.9% | $4,028+25.9% |
| Admin fee / account holder | $411 | $6,277-93.5% | $10,007-95.9% | $5,404-92.4% |