Filed December 5, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,073 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,285 | $42,419+2.0% | $104,294-58.5% | $77,904-44.4% |
| Participation rate | 31.4% | 51.6%-20.2pp | 73.3%-41.9pp | 73.7%-42.3pp |
| Annual return | -13.13% | -11.16%-2.0pp | 24.61%-37.7pp | 12.21%-25.3pp |
| Employer contribution / active EE | $763 | $1,105-31.0% | $3,372-77.4% | $2,848-73.2% |
| Participant deferral / active EE | $1,344 | $1,992-32.5% | $4,625-70.9% | $4,806-72.0% |
| Admin fee / account holder | $130 | $117+11.1% | $7,339-98.2% | $133-1.7% |