Filed December 21, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,646 |
Service code 49 · EIN 52-2114207 | Other Services | $23,718 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,872 | $79,169-53.4% | $100,415-63.3% | $74,478-50.5% |
| Participation rate | 96.4% | 79.4%+16.9pp | 81.5%+14.8pp | 67.2%+29.1pp |
| Annual return | 22.69% | 20.51%+2.2pp | 49.47%-26.8pp | 1370.56%-1347.9pp |
| Employer contribution / active EE | $5,130 | $3,017+70.0% | $3,943+30.1% | $2,626+95.3% |
| Participant deferral / active EE | $6,630 | $7,751-14.5% | $8,091-18.1% | $4,350+52.4% |
| Admin fee / account holder | $287 | $1,337-78.6% | $7,906-96.4% | $1,946-85.3% |