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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,164 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,239 | $65,125-82.7% | $143,797-92.2% | $66,949-83.2% |
| Participation rate | 44.0% | 65.2%-21.2pp | 80.3%-36.3pp | 69.8%-25.8pp |
| Annual return | 6.52% | -11.13%+17.7pp | -0.04%+6.6pp | 1.57%+5.0pp |
| Employer contribution / active EE | $1,151 | $2,362-51.3% | $4,952-76.8% | $2,545-54.8% |
| Participant deferral / active EE | $2,382 | $2,920-18.4% | $5,638-57.8% | $4,239-43.8% |
| Admin fee / account holder | $118 | $503-76.6% | $14,679-99.2% | $594-80.2% |