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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $795 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,415 | $46,325-90.5% | $143,788-96.9% | $64,814-93.2% |
| Participation rate | 5.4% | 64.2%-58.8pp | 80.3%-74.9pp | 71.5%-66.1pp |
| Annual return | -16.91% | -10.05%-6.9pp | -0.03%-16.9pp | 32.84%-49.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $157 | $2,647-94.1% | $5,638-97.2% | $4,310-96.4% |
| Admin fee / account holder | $40 | $154-74.1% | $14,675-99.7% | $188-78.8% |