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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,790 |
Service code 49 · EIN 52-2114207 | Other Services | $14,481 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,652 | $79,169-9.5% | $100,415-28.6% | $74,478-3.8% |
| Participation rate | 92.8% | 79.4%+13.4pp | 81.5%+11.3pp | 67.2%+25.6pp |
| Annual return | 18.69% | 20.51%-1.8pp | 49.47%-30.8pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $4,312 | $3,017+42.9% | $3,943+9.4% | $2,626+64.2% |
| Participant deferral / active EE | $12,188 | $7,751+57.2% | $8,091+50.6% | $4,350+180.2% |
| Admin fee / account holder | $257 | $1,337-80.8% | $7,906-96.7% | $1,946-86.8% |