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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,439 |
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 | $123,570 | $79,181+56.1% | $102,423+20.6% | $74,429+66.0% |
| Participation rate | 72.3% | 74.8%-2.5pp | 76.5%-4.2pp | 67.2%+5.1pp |
| Annual return | 25.32% | 54.97%-29.7pp | 29.42%-4.1pp | 1368.38%-1343.1pp |
| Employer contribution / active EE | $1,759 | $2,362-25.5% | $3,023-41.8% | $2,625-33.0% |
| Participant deferral / active EE | $5,578 | $4,416+26.3% | $5,054+10.4% | $4,348+28.3% |
| Admin fee / account holder | $231 | $2,002-88.4% | $9,455-97.6% | $1,944-88.1% |