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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,871 |
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.
Annual investment return 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 | $18,581 | $49,451-62.4% | $79,580-76.7% | $66,938-72.2% |
| Participation rate | 40.3% | 61.3%-21.1pp | 69.5%-29.2pp | 69.8%-29.6pp |
| Annual return | -20.02% | 84.25%-104.3pp | 0.15%-20.2pp | 1.58%-21.6pp |
| Employer contribution / active EE | $1,577 | $1,266+24.6% | $2,413-34.7% | $2,545-38.0% |
| Participant deferral / active EE | $2,222 | $3,159-29.6% | $3,985-44.2% | $4,238-47.6% |
| Admin fee / account holder | $210 | $595-64.7% | $6,835-96.9% | $594-64.7% |