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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,911 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,665 | $90,530-62.8% | $76,030-55.7% | $145,897-76.9% |
| Participation rate | 81.8% | 74.4%+7.4pp | 69.1%+12.8pp | 80.3%+1.5pp |
| Annual return | 26.94% | 625.08%-598.1pp | 361.54%-334.6pp | 552.29%-525.4pp |
| Employer contribution / active EE | $40,398 | $3,319+1117.0% | $2,688+1403.2% | $4,663+766.4% |
| Participant deferral / active EE | $69,371 | $5,164+1243.2% | $4,257+1529.5% | $6,689+937.0% |
| Admin fee / account holder | $336 | $8,383-96.0% | $6,421-94.8% | $13,390-97.5% |