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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 | $55,472-59.2% | $155,567-85.4% | $74,546-69.6% |
| Participation rate | 90.8% | 61.9%+28.8pp | 78.2%+12.6pp | 67.2%+23.5pp |
| Annual return | 10.25% | 268.72%-258.5pp | 64.74%-54.5pp | 1366.03%-1355.8pp |
| Employer contribution / active EE | $2,502 | $2,269+10.3% | $4,674-46.5% | $2,624-4.7% |
| Participant deferral / active EE | $832 | $2,838-70.7% | $5,628-85.2% | $4,347-80.9% |
| Admin fee / account holder | $200 | $1,743-88.5% | $15,916-98.7% | $1,944-89.7% |