Filed January 22, 2020
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| 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 | $55,470+10.0% | $155,556-60.8% | $74,478-18.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.12% | 269.80%-255.7pp | 64.84%-50.7pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $1,912 | $2,267-15.7% | $4,675-59.1% | $2,626-27.2% |
| Participant deferral / active EE | $4,193 | $2,838+47.8% | $5,631-25.5% | $4,350-3.6% |
| Admin fee / account holder | $208 | $1,744-88.1% | $15,885-98.7% | $1,946-89.3% |