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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,009 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,435 | $47,135-67.3% | $149,717-89.7% | $74,440-79.3% |
| Participation rate | 81.4% | 63.4%+18.0pp | 78.8%+2.6pp | 70.7%+10.6pp |
| Annual return | 23.23% | 22.75%+0.5pp | 134.41%-111.2pp | 34.37%-11.1pp |
| Employer contribution / active EE | $1,486 | $1,906-22.0% | $4,820-69.2% | $2,638-43.7% |
| Participant deferral / active EE | $1,302 | $2,728-52.3% | $5,682-77.1% | $4,529-71.2% |
| Admin fee / account holder | $145 | $343-57.6% | $13,213-98.9% | $348-58.2% |