Filed March 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,526 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,048 | $55,437-45.8% | $155,534-80.7% | $74,459-59.6% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 13.93% | 269.58%-255.7pp | 64.92%-51.0pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $1,144 | $2,266-49.5% | $4,675-75.5% | $2,626-56.4% |
| Participant deferral / active EE | $3,983 | $2,837+40.4% | $5,630-29.3% | $4,350-8.4% |
| Admin fee / account holder | $235 | $1,742-86.5% | $15,900-98.5% | $1,945-87.9% |