Filed June 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $133,968 |
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 | $50,705 | $71,142-28.7% | $119,628-57.6% | $64,829-21.8% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.3%+16.9pp | 71.5%+24.6pp |
| Annual return | -15.69% | -10.01%-5.7pp | -14.98%-0.7pp | 32.85%-48.5pp |
| Employer contribution / active EE | $1,364 | $2,497-45.4% | $4,232-67.8% | $2,507-45.6% |
| Participant deferral / active EE | $5,163 | $4,490+15.0% | $5,601-7.8% | $4,312+19.7% |
| Admin fee / account holder | $120 | $162-25.8% | $10,330-98.8% | $188-35.9% |