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| 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 | $50,902-76.7% | $155,534-92.4% | $77,736-84.7% |
| Participation rate | 84.3% | 63.1%+21.3pp | 78.2%+6.1pp | 70.6%+13.8pp |
| Annual return | 10.86% | 34.85%-24.0pp | 64.92%-54.1pp | 31.26%-20.4pp |
| Employer contribution / active EE | $773 | $1,991-61.2% | $4,675-83.5% | $2,728-71.7% |
| Participant deferral / active EE | $1,046 | $2,824-62.9% | $5,630-81.4% | $4,651-77.5% |
| Admin fee / account holder | $82 | $437-81.3% | $15,900-99.5% | $433-81.2% |