Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $271,879 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,722 | $53,204+1.0% | $155,556-65.5% | $200,096-73.2% |
| Participation rate | 91.5% | 64.1%+27.3pp | 78.2%+13.2pp | 72.0%+19.4pp |
| Annual return | 13.69% | 41.02%-27.3pp | 64.84%-51.1pp | 34.26%-20.6pp |
| Employer contribution / active EE | $1,226 | $1,850-33.7% | $4,675-73.8% | $3,038-59.6% |
| Participant deferral / active EE | $4,946 | $3,163+56.3% | $5,631-12.2% | $5,090-2.8% |
| Admin fee / account holder | $112 | $186-39.6% | $15,885-99.3% | $269-58.3% |