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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,378 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,721 | $37,463+8.7% | $77,100-47.2% | $66,949-39.2% |
| Participation rate | 35.4% | 52.9%-17.5pp | 67.9%-32.5pp | 69.8%-34.4pp |
| Annual return | -15.06% | -3.25%-11.8pp | 42.35%-57.4pp | 1.57%-16.6pp |
| Employer contribution / active EE | $717 | $1,535-53.3% | $2,815-74.5% | $2,545-71.8% |
| Participant deferral / active EE | $1,710 | $2,621-34.8% | $4,430-61.4% | $4,239-59.7% |
| Admin fee / account holder | $328 | $568-42.3% | $5,443-94.0% | $594-44.8% |