Filed November 18, 2020 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $305,711 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $89,927 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $52,000 |
FINANCIAL ENGINES1 year Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $42,169 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,375 | $167,950+16.9% | $112,504+74.5% | $80,187+144.9% |
| Participation rate | 94.5% | 94.5%-0.1pp | 80.6%+13.9pp | 72.9%+21.5pp |
| Annual return | -35.46% | 18.78%-54.2pp | 34.13%-69.6pp | 40.40%-75.9pp |
| Employer contribution / active EE | $8,096 | $6,272+29.1% | $4,571+77.1% | $2,980+171.7% |
| Participant deferral / active EE | $12,408 | $9,857+25.9% | $6,522+90.2% | $5,016+147.4% |
| Admin fee / account holder | $102 | $104-1.6% | $7,048-98.6% | $145-29.6% |