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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,059 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,861 | $31,741-94.1% | $56,033-96.7% | $199,960-99.1% |
| Participation rate | 6.5% | 32.3%-25.9pp | 52.5%-46.0pp | 72.0%-65.5pp |
| Annual return | 12.24% | 14.72%-2.5pp | 1711.38%-1699.1pp | 34.28%-22.0pp |
| Employer contribution / active EE | $0 | $508-100.0% | $1,041-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $13 | $1,184-98.9% | $1,954-99.3% | $5,087-99.7% |
| Admin fee / account holder | $17 | $426-96.1% | $2,827-99.4% | $269-93.8% |