Filed January 8, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,787 |
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 | $115,586 | $58,911+96.2% | $129,384-10.7% | $77,736+48.7% |
| Participation rate | 95.5% | 59.4%+36.1pp | 69.6%+25.9pp | 70.6%+24.9pp |
| Annual return | 15.97% | 24.75%-8.8pp | 9461.77%-9445.8pp | 31.26%-15.3pp |
| Employer contribution / active EE | $8,695 | $1,955+344.7% | $4,153+109.4% | $2,728+218.8% |
| Participant deferral / active EE | $6,572 | $3,220+104.1% | $4,166+57.8% | $4,651+41.3% |
| Admin fee / account holder | $85 | $592-85.6% | $7,686-98.9% | $433-80.4% |