Filed June 23, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $124,981 |
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 | $58,478 | $84,993-31.2% | $130,026-55.0% | $80,149-27.0% |
| Participation rate | 96.8% | 79.5%+17.3pp | 78.5%+18.3pp | 72.9%+23.9pp |
| Annual return | 22.03% | 23.76%-1.7pp | -137.26%+159.3pp | 40.39%-18.4pp |
| Employer contribution / active EE | $1,782 | $3,051-41.6% | $4,321-58.8% | $2,977-40.2% |
| Participant deferral / active EE | $5,765 | $4,984+15.7% | $5,821-1.0% | $5,015+14.9% |
| Admin fee / account holder | $108 | $391-72.3% | $10,608-99.0% | $145-25.3% |