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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY SECURITIES INC1 year Service code 49 · EIN 36-2957364 | Other Services | $25,511 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,687 |
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 | $114,362 | $55,437+106.3% | $155,534-26.5% | $74,459+53.6% |
| Participation rate | 71.9% | 61.9%+10.0pp | 78.2%-6.3pp | 67.2%+4.7pp |
| Annual return | 12.79% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $2,880 | $2,266+27.1% | $4,675-38.4% | $2,626+9.7% |
| Participant deferral / active EE | $8,554 | $2,837+201.5% | $5,630+51.9% | $4,350+96.7% |
| Admin fee / account holder | $16 | $1,742-99.1% | $15,900-99.9% | $1,945-99.2% |