Filed May 14, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,253 |
Service code 49 · EIN 04-3213863 | Other Services | $10,676 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,751 | $102,553-67.1% | $151,611-77.7% | $66,914-49.6% |
| Participation rate | 96.5% | 85.5%+10.9pp | 87.5%+9.0pp | 69.8%+26.7pp |
| Annual return | -7.92% | -10.82%+2.9pp | 3.33%-11.3pp | 1.58%-9.5pp |
| Employer contribution / active EE | $1,813 | $4,180-56.6% | $6,166-70.6% | $2,544-28.8% |
| Participant deferral / active EE | $3,476 | $6,641-47.7% | $8,363-58.4% | $4,237-18.0% |
| Admin fee / account holder | $306 | $630-51.4% | $11,616-97.4% | $593-48.4% |