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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,264 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,156 | $62,393-48.5% | $120,580-73.3% | $74,478-56.8% |
| Participation rate | 58.9% | 56.8%+2.2pp | 72.0%-13.0pp | 67.2%-8.3pp |
| Annual return | 10.00% | 18.61%-8.6pp | 107.48%-97.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,342 | $1,845-27.2% | $3,469-61.3% | $2,626-48.9% |
| Participant deferral / active EE | $2,370 | $2,886-17.9% | $4,995-52.6% | $4,350-45.5% |
| Admin fee / account holder | $141 | $2,396-94.1% | $9,418-98.5% | $1,946-92.7% |