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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102,603 |
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 | $54,682 | $89,465-38.9% | $164,866-66.8% | $77,671-29.6% |
| Participation rate | 97.2% | 78.6%+18.6pp | 78.6%+18.6pp | 70.6%+26.6pp |
| Annual return | 14.84% | 28.81%-14.0pp | 69.97%-55.1pp | 31.21%-16.4pp |
| Employer contribution / active EE | $3,574 | $2,568+39.2% | $4,343-17.7% | $2,726+31.1% |
| Participant deferral / active EE | $5,292 | $4,897+8.1% | $6,033-12.3% | $4,648+13.9% |
| Admin fee / account holder | $186 | $340-45.2% | $12,689-98.5% | $430-56.7% |