Filed July 5, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $112,530 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $44,148 |
Service code 49 · EIN 53-0197895 | Other Services | $10,120 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,072 | $122,239+8.9% | $184,203-27.8% | $74,495+78.6% |
| Participation rate | 95.9% | 85.5%+10.4pp | 86.8%+9.0pp | 67.2%+28.7pp |
| Annual return | 17.47% | 19.95%-2.5pp | 28.81%-11.3pp | 1364.94%-1347.5pp |
| Employer contribution / active EE | $8,093 | $4,537+78.4% | $6,427+25.9% | $2,623+208.5% |
| Participant deferral / active EE | $6,851 | $7,139-4.0% | $9,131-25.0% | $4,346+57.6% |
| Admin fee / account holder | $500 | $1,260-60.3% | $13,901-96.4% | $1,942-74.2% |