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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $11,717 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $51 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,001 | $137,414+46.3% | $189,545+6.0% | $85,851+134.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 50.60% | 38.14%+12.5pp | 555.36%-504.8pp | 318.63%-268.0pp |
| Employer contribution / active EE | $11,824 | $4,344+172.2% | $6,162+91.9% | $2,565+360.9% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19 | $8,630-99.8% | $12,049-99.8% | $6,261-99.7% |