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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,865 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,093 | $101,499+153.3% | $147,005+74.9% | $74,546+244.9% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.9pp |
| Annual return | 14.24% | 8732.34%-8718.1pp | 418.76%-404.5pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $11,362 | $3,811+198.1% | $4,934+130.3% | $2,624+333.0% |
| Participant deferral / active EE | $9,124 | $7,304+24.9% | $8,070+13.1% | $4,347+109.9% |
| Admin fee / account holder | $356 | $1,748-79.6% | $13,006-97.3% | $1,944-81.7% |