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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $18,180 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,053 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,788 | $51,226-6.7% | $82,706-42.2% | $66,930-28.6% |
| Participation rate | 86.5% | 67.9%+18.7pp | 72.6%+14.0pp | 69.8%+16.7pp |
| Annual return | -17.88% | -9.61%-8.3pp | 701.76%-719.6pp | 1.57%-19.5pp |
| Employer contribution / active EE | $1,501 | $2,612-42.5% | $3,007-50.1% | $2,545-41.0% |
| Participant deferral / active EE | $6,605 | $3,460+90.9% | $4,394+50.3% | $4,238+55.9% |
| Admin fee / account holder | $7 | $416-98.4% | $5,329-99.9% | $593-98.9% |