Filed October 14, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $362,971 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,101 | $148,970-20.1% | $133,698-10.9% | $200,096-40.5% |
| Participation rate | 80.0% | 79.4%+0.7pp | 76.4%+3.6pp | 72.0%+8.0pp |
| Annual return | 2.91% | 27.07%-24.2pp | 580.90%-578.0pp | 34.26%-31.3pp |
| Employer contribution / active EE | $1,012 | $3,561-71.6% | $4,218-76.0% | $3,038-66.7% |
| Participant deferral / active EE | $3,423 | $6,140-44.3% | $7,016-51.2% | $5,090-32.8% |
| Admin fee / account holder | $87 | $144-39.7% | $6,703-98.7% | $269-67.8% |