Filed December 5, 2024 (most recent of 2 filings on file)
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 | $94,260 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,394 | $50,287-3.8% | $112,273-56.9% | $80,157-39.6% |
| Participation rate | 26.0% | 52.9%-26.9pp | 72.4%-46.4pp | 72.9%-46.9pp |
| Annual return | 14.99% | 19.72%-4.7pp | 30.23%-15.2pp | 40.39%-25.4pp |
| Employer contribution / active EE | $594 | $1,211-50.9% | $3,431-82.7% | $2,977-80.0% |
| Participant deferral / active EE | $1,068 | $2,265-52.8% | $4,800-77.7% | $5,015-78.7% |
| Admin fee / account holder | $116 | $116+0.1% | $7,752-98.5% | $145-19.8% |