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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 | $90,489-62.8% | $76,051-55.7% | $145,978-76.9% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 26.94% | 622.78%-595.8pp | 360.42%-333.5pp | 550.52%-523.6pp |
| Employer contribution / active EE | $40,398 | $3,319+1117.0% | $2,690+1402.0% | $4,662+766.6% |
| Participant deferral / active EE | $69,371 | $5,164+1243.3% | $4,257+1529.4% | $6,690+937.0% |
| Admin fee / account holder | $336 | $8,374-96.0% | $6,416-94.8% | $13,400-97.5% |