Filed September 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,265 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,594 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $6,255 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,912 | $67,984-60.4% | $65,493-58.9% | $74,304-63.8% |
| Participation rate | 95.8% | 66.3%+29.5pp | 73.1%+22.7pp | 60.3%+35.5pp |
| Annual return | 11.14% | 19.87%-8.7pp | 982.45%-971.3pp | 29.43%-18.3pp |
| Employer contribution / active EE | $1,379 | $2,491-44.6% | $2,574-46.4% | $2,241-38.5% |
| Participant deferral / active EE | $3,496 | $3,346+4.5% | $3,961-11.7% | $3,767-7.2% |
| Admin fee / account holder | $165 | $1,373-88.0% | $5,028-96.7% | $2,969-94.4% |