Filed April 9, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,320 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,061 | $81,331-90.1% | $155,534-94.8% | $80,935-90.0% |
| Participation rate | 90.1% | 66.3%+23.9pp | 78.2%+11.9pp | 67.7%+22.5pp |
| Annual return | 22.53% | 33.37%-10.8pp | 64.92%-42.4pp | 35.66%-13.1pp |
| Employer contribution / active EE | $858 | $3,105-72.4% | $4,675-81.6% | $2,757-68.9% |
| Participant deferral / active EE | $3,086 | $3,454-10.7% | $5,630-45.2% | $4,299-28.2% |
| Admin fee / account holder | $196 | $7,999-97.6% | $15,900-98.8% | $6,924-97.2% |