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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,871 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $120,627 | $62,146+94.1% | $81,438+48.1% | $74,546+61.8% |
| Participation rate | 82.6% | 64.1%+18.5pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 12.03% | 16.49%-4.5pp | 24.74%-12.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $2,646 | $1,883+40.6% | $2,460+7.6% | $2,624+0.8% |
| Participant deferral / active EE | $6,083 | $3,229+88.4% | $3,883+56.7% | $4,347+39.9% |
| Admin fee / account holder | $224 | $1,922-88.3% | $5,764-96.1% | $1,944-88.5% |