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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 | $78,636-10.1% | $105,607-33.0% | $74,459-5.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 17.50% | 15.96%+1.5pp | 116.11%-98.6pp | 1369.70%-1352.2pp |
| Employer contribution / active EE | $5,003 | $2,523+98.3% | $3,167+58.0% | $2,626+90.5% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $185 | $2,220-91.7% | $10,958-98.3% | $1,945-90.5% |