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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,561 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $46,014 | $130,294-64.7% | $170,028-72.9% | $71,495-35.6% |
| Participation rate | 88.7% | 86.2%+2.5pp | 87.0%+1.7pp | 67.9%+20.7pp |
| Annual return | 19.20% | 20.36%-1.2pp | 53.39%-34.2pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,826 | $4,385-58.4% | $6,788-73.1% | $2,589-29.5% |
| Participant deferral / active EE | $3,516 | $6,928-49.2% | $10,409-66.2% | $4,291-18.1% |
| Admin fee / account holder | $120 | $966-87.6% | $12,820-99.1% | $1,588-92.5% |