Filed January 22, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,013 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $30,605 |
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 | $61,022 | $55,472+10.0% | $155,567-60.8% | $74,546-18.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.12% | 268.72%-254.6pp | 64.74%-50.6pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $1,912 | $2,269-15.7% | $4,674-59.1% | $2,624-27.1% |
| Participant deferral / active EE | $4,193 | $2,838+47.8% | $5,628-25.5% | $4,347-3.5% |
| Admin fee / account holder | $208 | $1,743-88.1% | $15,916-98.7% | $1,944-89.3% |