Filed May 24, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $215,919 |
DELOITTE & TOUCHE LLP5 years Service code 10 · EIN 13-3891517 | Accounting | $45,305 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,171 | $104,544-7.1% | $96,564+0.6% | $80,187+21.2% |
| Participation rate | 70.6% | 86.4%-15.8pp | 76.0%-5.4pp | 72.9%-2.4pp |
| Annual return | 4.38% | 21.79%-17.4pp | 25.89%-21.5pp | 40.40%-36.0pp |
| Employer contribution / active EE | $1,322 | $3,527-62.5% | $2,967-55.4% | $2,980-55.6% |
| Participant deferral / active EE | $4,084 | $6,170-33.8% | $4,852-15.8% | $5,016-18.6% |
| Admin fee / account holder | $131 | $107+22.3% | $8,256-98.4% | $145-9.9% |