Filed April 26, 2016
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,782 |
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 | $60,734 | $71,883-15.5% | $86,677-29.9% | $68,494-11.3% |
| Participation rate | 97.9% | 72.2%+25.6pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | 7.15% | 3.52%+3.6pp | 35.91%-28.8pp | -7.84%+15.0pp |
| Employer contribution / active EE | $5,680 | $2,173+161.4% | $2,836+100.3% | $2,596+118.8% |
| Participant deferral / active EE | $3,467 | $3,779-8.2% | $4,656-25.5% | $4,027-13.9% |
| Admin fee / account holder | $111 | $6,112-98.2% | $7,493-98.5% | $5,403-97.9% |