Filed March 19, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $143,184 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,804 | $72,303-38.0% | $86,717-48.3% | $64,829-30.9% |
| Participation rate | 93.8% | 80.4%+13.4pp | 76.6%+17.2pp | 71.5%+22.3pp |
| Annual return | -14.15% | 392.77%-406.9pp | 35.97%-50.1pp | 32.85%-47.0pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $2,925 | $4,660-37.2% | $4,657-37.2% | $4,312-32.2% |
| Admin fee / account holder | $170 | $174-2.3% | $7,494-97.7% | $188-9.5% |