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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 | $62,177+94.0% | $81,370+48.2% | $74,478+62.0% |
| Participation rate | 82.6% | 64.1%+18.5pp | 69.5%+13.0pp | 67.2%+15.3pp |
| Annual return | 12.03% | 16.62%-4.6pp | 24.85%-12.8pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $2,646 | $1,881+40.7% | $2,464+7.4% | $2,626+0.8% |
| Participant deferral / active EE | $6,083 | $3,219+89.0% | $3,885+56.6% | $4,350+39.8% |
| Admin fee / account holder | $224 | $1,927-88.4% | $5,749-96.1% | $1,946-88.5% |