Filed April 17, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,982 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,629 | $130,194-63.4% | $169,993-72.0% | $71,457-33.3% |
| Participation rate | 97.7% | 86.1%+11.5pp | 87.0%+10.7pp | 67.9%+29.8pp |
| Annual return | 28.87% | 20.37%+8.5pp | 53.37%-24.5pp | 28.85%0pp |
| Employer contribution / active EE | $2,301 | $4,381-47.5% | $6,785-66.1% | $2,588-11.1% |
| Participant deferral / active EE | $8,464 | $6,923+22.3% | $10,408-18.7% | $4,289+97.4% |
| Admin fee / account holder | $28 | $966-97.1% | $12,815-99.8% | $1,587-98.2% |