Filed August 29, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $140,816 |
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.
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 | $39,859 | $105,179-62.1% | $64,110-37.8% | $80,187-50.3% |
| Participation rate | 95.6% | 73.5%+22.0pp | 72.3%+23.2pp | 72.9%+22.6pp |
| Annual return | 17.93% | 20.34%-2.4pp | 33.75%-15.8pp | 40.40%-22.5pp |
| Employer contribution / active EE | $209 | $3,311-93.7% | $2,751-92.4% | $2,980-93.0% |
| Participant deferral / active EE | $4,951 | $4,020+23.1% | $3,883+27.5% | $5,016-1.3% |
| Admin fee / account holder | $110 | $113-2.9% | $3,071-96.4% | $145-24.2% |