Filed March 5, 2020
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 | $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 | $55,446-45.8% | $155,574-80.7% | $74,429-59.6% |
| Participation rate | 95.0% | 61.9%+33.1pp | 78.2%+16.7pp | 67.2%+27.7pp |
| Annual return | 13.93% | 269.20%-255.3pp | 64.87%-50.9pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,144 | $2,266-49.5% | $4,676-75.5% | $2,625-56.4% |
| Participant deferral / active EE | $3,983 | $2,836+40.4% | $5,629-29.3% | $4,348-8.4% |
| Admin fee / account holder | $235 | $1,743-86.5% | $15,914-98.5% | $1,944-87.9% |