Filed September 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,706 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,579 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $5,268 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,627 | $69,763-66.1% | $67,502-65.0% | $74,495-68.3% |
| Participation rate | 97.8% | 71.4%+26.4pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 16.50% | -40.34%+56.8pp | 3512.12%-3495.6pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $1,262 | $2,704-53.3% | $2,731-53.8% | $2,623-51.9% |
| Participant deferral / active EE | $3,435 | $3,636-5.5% | $4,000-14.1% | $4,346-20.9% |
| Admin fee / account holder | $143 | $896-84.0% | $3,998-96.4% | $1,942-92.6% |