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 | $58,778+96.6% | $129,295-10.6% | $77,671+48.8% |
| Participation rate | 95.5% | 59.2%+36.3pp | 69.6%+25.9pp | 70.6%+24.9pp |
| Annual return | 15.97% | 24.73%-8.8pp | 9429.28%-9413.3pp | 31.21%-15.2pp |
| Employer contribution / active EE | $8,695 | $1,952+345.4% | $4,157+109.2% | $2,726+218.9% |
| Participant deferral / active EE | $6,572 | $3,212+104.6% | $4,169+57.6% | $4,648+41.4% |
| Admin fee / account holder | $85 | $589-85.6% | $7,665-98.9% | $430-80.3% |