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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 | $101,672+152.9% | $147,117+74.8% | $74,478+245.2% |
| Participation rate | 97.1% | 75.5%+21.5pp | 82.2%+14.9pp | 67.2%+29.8pp |
| Annual return | 14.24% | 8757.83%-8743.6pp | 420.54%-406.3pp | 1370.56%-1356.3pp |
| Employer contribution / active EE | $11,362 | $3,813+198.0% | $4,932+130.4% | $2,626+332.6% |
| Participant deferral / active EE | $9,124 | $7,305+24.9% | $8,065+13.1% | $4,350+109.7% |
| Admin fee / account holder | $356 | $1,753-79.7% | $12,993-97.3% | $1,946-81.7% |