Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,370 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,018 | $99,168-63.7% | $96,534-62.7% | $74,460-51.6% |
| Participation rate | 52.7% | 80.7%-27.9pp | 76.0%-23.3pp | 70.7%-18.0pp |
| Annual return | 15.46% | 22.40%-6.9pp | 25.88%-10.4pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,206 | $2,570-53.0% | $2,965-59.3% | $2,638-54.3% |
| Participant deferral / active EE | $1,917 | $4,936-61.2% | $4,851-60.5% | $4,530-57.7% |
| Admin fee / account holder | $197 | $225-12.6% | $8,253-97.6% | $348-43.5% |