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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,863 |
Service code 49 · EIN 51-6041053 | Other Services | $12,042 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,644 | $55,470-59.2% | $155,556-85.4% | $74,478-69.6% |
| Participation rate | 90.8% | 61.9%+28.9pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 10.25% | 269.80%-259.5pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,502 | $2,267+10.4% | $4,675-46.5% | $2,626-4.7% |
| Participant deferral / active EE | $832 | $2,838-70.7% | $5,631-85.2% | $4,350-80.9% |
| Admin fee / account holder | $200 | $1,744-88.5% | $15,885-98.7% | $1,946-89.7% |