Filed January 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,487 |
Service code 49 · EIN 52-2114207 | Other Services | $19,562 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,803 | $41,078-3.1% | $80,569-50.6% | $71,457-44.3% |
| Participation rate | 97.1% | 50.2%+46.9pp | 67.0%+30.1pp | 67.9%+29.2pp |
| Annual return | 16.64% | 38.45%-21.8pp | 935.43%-918.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,904 | $1,506+159.3% | $2,723+43.3% | $2,588+50.9% |
| Participant deferral / active EE | $4,047 | $2,699+49.9% | $4,447-9.0% | $4,289-5.6% |
| Admin fee / account holder | $329 | $1,840-82.1% | $5,377-93.9% | $1,587-79.3% |