Filed August 30, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,708 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $5,126 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,320 | $86,897+109.8% | $151,634+20.2% | $64,829+181.2% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.5%+10.3pp | 71.5%+26.3pp |
| Annual return | 9.39% | -3.57%+13.0pp | 3.32%+6.1pp | 32.85%-23.5pp |
| Employer contribution / active EE | $7,845 | $4,010+95.6% | $6,165+27.2% | $2,507+212.9% |
| Participant deferral / active EE | $5,528 | $6,690-17.4% | $8,363-33.9% | $4,312+28.2% |
| Admin fee / account holder | $28 | $153-81.9% | $11,614-99.8% | $188-85.2% |