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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,200 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,993 | $71,142-78.9% | $119,608-87.5% | $64,814-76.9% |
| Participation rate | 49.6% | 78.6%-29.0pp | 79.3%-29.6pp | 71.5%-21.8pp |
| Annual return | 2.31% | -10.01%+12.3pp | -14.98%+17.3pp | 32.84%-30.5pp |
| Employer contribution / active EE | $1,511 | $2,497-39.5% | $4,232-64.3% | $2,507-39.7% |
| Participant deferral / active EE | $3,388 | $4,490-24.5% | $5,601-39.5% | $4,310-21.4% |
| Admin fee / account holder | $56 | $162-65.5% | $10,326-99.5% | $188-70.2% |