Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,577 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $29,221 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,523 | $80,731-51.0% | $103,378-61.8% | $74,400-46.9% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.9pp | 67.2%+31.1pp |
| Annual return | 12.51% | 27.56%-15.1pp | 24.91%-12.4pp | 1367.51%-1355.0pp |
| Employer contribution / active EE | $1,491 | $3,159-52.8% | $3,870-61.5% | $2,624-43.2% |
| Participant deferral / active EE | $6,943 | $3,862+79.8% | $5,058+37.3% | $4,348+59.7% |
| Admin fee / account holder | $442 | $2,369-81.4% | $8,401-94.7% | $1,944-77.3% |