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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $339,637 |
Filed as: INTELLICENTS INVESTMENT Service code 27 · EIN 41-1812533 | Advisory (Plan) | $33,750 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $35,360 | $95,388-62.9% | $125,391-71.8% | $77,906-54.6% |
| Participation rate | 93.9% | 78.6%+15.3pp | 82.4%+11.5pp | 73.7%+20.2pp |
| Annual return | -14.90% | 116.19%-131.1pp | 572.41%-587.3pp | 12.16%-27.1pp |
| Employer contribution / active EE | $2,124 | $3,666-42.1% | $4,816-55.9% | $2,846-25.4% |
| Participant deferral / active EE | $5,585 | $7,711-27.6% | $7,448-25.0% | $4,805+16.2% |
| Admin fee / account holder | $128 | $119+7.9% | $10,009-98.7% | $133-3.3% |