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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 | $79,223+56.0% | $102,460+20.6% | $74,478+65.9% |
| Participation rate | 72.3% | 74.8%-2.5pp | 76.5%-4.2pp | 67.2%+5.0pp |
| Annual return | 25.32% | 54.98%-29.7pp | 29.47%-4.2pp | 1370.56%-1345.2pp |
| Employer contribution / active EE | $1,759 | $2,363-25.6% | $3,025-41.9% | $2,626-33.0% |
| Participant deferral / active EE | $5,578 | $4,417+26.3% | $5,056+10.3% | $4,350+28.2% |
| Admin fee / account holder | $231 | $2,003-88.5% | $9,460-97.6% | $1,946-88.1% |