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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,713 |
Service code 27 · EIN 71-0927304 | Advisory (Plan) | $82,132 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 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 | $56,423 | $83,023-32.0% | $102,437-44.9% | $77,762-27.4% |
| Participation rate | 97.8% | 71.5%+26.2pp | 74.5%+23.3pp | 70.6%+27.2pp |
| Annual return | 17.08% | 19.12%-2.0pp | 24.95%-7.9pp | 31.27%-14.2pp |
| Employer contribution / active EE | $1,426 | $3,552-59.8% | $3,871-63.1% | $2,728-47.7% |
| Participant deferral / active EE | $7,244 | $4,110+76.3% | $5,060+43.2% | $4,651+55.8% |
| Admin fee / account holder | $347 | $639-45.6% | $8,388-95.9% | $433-19.7% |