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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,722 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,152 | $85,515+51.0% | $112,040+15.3% | $67,986+90.0% |
| Participation rate | 76.1% | 68.2%+7.9pp | 76.5%-0.3pp | 57.2%+18.9pp |
| Annual return | 17.31% | 29.68%-12.4pp | 24.52%-7.2pp | 31.67%-14.4pp |
| Employer contribution / active EE | $1,963 | $2,191-10.4% | $2,954-33.6% | $2,019-2.8% |
| Participant deferral / active EE | $6,038 | $4,014+50.4% | $5,098+18.5% | $3,358+79.8% |
| Admin fee / account holder | $240 | $3,774-93.6% | $12,098-98.0% | $3,203-92.5% |