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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,576 |
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 | $114,036 | $56,438+102.1% | $76,902+48.3% | $71,529+59.4% |
| Participation rate | 80.1% | 64.3%+15.8pp | 69.6%+10.5pp | 67.9%+12.2pp |
| Annual return | 15.38% | 19.05%-3.7pp | 37.91%-22.5pp | 28.97%-13.6pp |
| Employer contribution / active EE | $2,542 | $1,864+36.4% | $2,534+0.3% | $2,590-1.9% |
| Participant deferral / active EE | $5,594 | $3,136+78.4% | $3,833+45.9% | $4,291+30.4% |
| Admin fee / account holder | $284 | $1,430-80.1% | $5,479-94.8% | $1,588-82.1% |