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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,977 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,230 | $42,901-69.2% | $91,225-85.5% | $64,814-79.6% |
| Participation rate | 6.6% | 68.1%-61.5pp | 73.2%-66.6pp | 71.5%-64.8pp |
| Annual return | -15.29% | -13.53%-1.8pp | 114.10%-129.4pp | 32.84%-48.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $2,851-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $199 | $3,501-94.3% | $4,234-95.3% | $4,310-95.4% |
| Admin fee / account holder | $214 | $131+62.8% | $5,422-96.1% | $188+13.7% |