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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,132 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,796 | $51,226+90.9% | $82,744+18.2% | $66,938+46.1% |
| Participation rate | 61.3% | 67.9%-6.6pp | 72.6%-11.3pp | 69.8%-8.5pp |
| Annual return | -13.50% | -9.61%-3.9pp | 702.22%-715.7pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,935 | $2,612+50.6% | $3,008+30.8% | $2,545+54.6% |
| Participant deferral / active EE | $3,257 | $3,460-5.9% | $4,395-25.9% | $4,238-23.2% |
| Admin fee / account holder | $127 | $416-69.3% | $5,325-97.6% | $594-78.5% |