Filed December 13, 2021 (most recent of 14 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $236,811 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,556 | $85,144-40.6% | $130,070-61.1% | $80,187-37.0% |
| Participation rate | 92.3% | 79.5%+12.8pp | 78.5%+13.8pp | 72.9%+19.3pp |
| Annual return | 2.08% | 23.78%-21.7pp | -137.40%+139.5pp | 40.40%-38.3pp |
| Employer contribution / active EE | $0 | $3,059-100.0% | $4,322-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $4,658 | $4,992-6.7% | $5,821-20.0% | $5,016-7.1% |
| Admin fee / account holder | $71 | $392-82.0% | $10,600-99.3% | $145-51.3% |