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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,226 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,054 | $61,356-78.7% | $149,696-91.3% | $71,511-81.7% |
| Participation rate | 95.4% | 62.5%+32.9pp | 78.8%+16.6pp | 67.9%+27.5pp |
| Annual return | 13.97% | 35.86%-21.9pp | 134.46%-120.5pp | 28.86%-14.9pp |
| Employer contribution / active EE | $833 | $2,382-65.0% | $4,821-82.7% | $2,589-67.8% |
| Participant deferral / active EE | $863 | $2,920-70.5% | $5,682-84.8% | $4,291-79.9% |
| Admin fee / account holder | $121 | $1,263-90.4% | $13,212-99.1% | $1,588-92.4% |