Filed August 4, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,366 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $25,000 |
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 | $80,094 | $47,163+69.8% | $149,696-46.5% | $74,460+7.6% |
| Participation rate | 92.9% | 63.4%+29.4pp | 78.8%+14.1pp | 70.7%+22.1pp |
| Annual return | 17.71% | 22.75%-5.0pp | 134.46%-116.7pp | 34.38%-16.7pp |
| Employer contribution / active EE | $3,241 | $1,907+70.0% | $4,821-32.8% | $2,638+22.8% |
| Participant deferral / active EE | $5,819 | $2,730+113.1% | $5,682+2.4% | $4,530+28.5% |
| Admin fee / account holder | $166 | $343-51.6% | $13,212-98.7% | $348-52.3% |