Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,920 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,862 | $50,812-76.7% | $155,602-92.4% | $77,692-84.7% |
| Participation rate | 84.3% | 63.1%+21.2pp | 78.2%+6.1pp | 70.6%+13.8pp |
| Annual return | 10.86% | 34.85%-24.0pp | 64.81%-54.0pp | 31.25%-20.4pp |
| Employer contribution / active EE | $773 | $1,989-61.1% | $4,675-83.5% | $2,726-71.6% |
| Participant deferral / active EE | $1,046 | $2,822-62.9% | $5,629-81.4% | $4,648-77.5% |
| Admin fee / account holder | $82 | $436-81.3% | $15,923-99.5% | $431-81.0% |