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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,638 |
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 | $70,715 | $78,483-9.9% | $106,201-33.4% | $74,546-5.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 17.50% | 15.94%+1.6pp | 116.26%-98.8pp | 1366.03%-1348.5pp |
| Employer contribution / active EE | $5,003 | $2,522+98.4% | $3,170+57.8% | $2,624+90.6% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $185 | $2,236-91.7% | $11,039-98.3% | $1,944-90.5% |