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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,577 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $29,221 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,523 | $80,763-51.1% | $102,412-61.4% | $74,459-46.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.51% | 27.57%-15.1pp | 24.94%-12.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,491 | $3,160-52.8% | $3,870-61.5% | $2,626-43.2% |
| Participant deferral / active EE | $6,943 | $3,862+79.8% | $5,060+37.2% | $4,350+59.6% |
| Admin fee / account holder | $442 | $2,371-81.4% | $8,388-94.7% | $1,945-77.3% |