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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,078 |
HENSEN & HASLAM5 years Service code 27 | Advisory (Plan) | $14,373 |
HESEN & HASLAM5 years Service code 27 · EIN 46-4735958 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADIVORS LLC Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,187 | $102,317-71.5% | $146,958-80.1% | $80,856-63.9% |
| Participation rate | 95.2% | 75.8%+19.3pp | 82.2%+13.0pp | 67.6%+27.5pp |
| Annual return | 11.70% | 134.76%-123.1pp | 418.34%-406.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,058 | $3,713-44.6% | $4,933-58.3% | $2,755-25.3% |
| Participant deferral / active EE | $3,622 | $6,644-45.5% | $8,070-55.1% | $4,296-15.7% |
| Admin fee / account holder | $255 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |