Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,773 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $22,203 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,434 | $106,230-36.5% | $147,080-54.2% | $77,736-13.3% |
| Participation rate | 53.8% | 78.4%-24.5pp | 82.2%-28.3pp | 70.6%-16.7pp |
| Annual return | 18.16% | 56.91%-38.8pp | 420.17%-402.0pp | 31.26%-13.1pp |
| Employer contribution / active EE | $2,155 | $4,072-47.1% | $4,933-56.3% | $2,728-21.0% |
| Participant deferral / active EE | $5,502 | $8,001-31.2% | $8,066-31.8% | $4,651+18.3% |
| Admin fee / account holder | $354 | $338+4.5% | $12,989-97.3% | $433-18.4% |