Filed May 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $19,694 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,964 |
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 | $32,315 | $50,815-36.4% | $155,509-79.2% | $77,643-58.4% |
| Participation rate | 96.2% | 63.1%+33.1pp | 78.2%+18.0pp | 70.6%+25.6pp |
| Annual return | 13.12% | 34.80%-21.7pp | 64.67%-51.5pp | 31.24%-18.1pp |
| Employer contribution / active EE | $2,669 | $1,993+34.0% | $4,672-42.9% | $2,726-2.1% |
| Participant deferral / active EE | $4,506 | $2,822+59.7% | $5,626-19.9% | $4,647-3.0% |
| Admin fee / account holder | $30 | $437-93.1% | $15,912-99.8% | $430-93.0% |