Filed August 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,265 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $88,225 | $50,860+73.5% | $155,574-43.3% | $77,714+13.5% |
| Participation rate | 93.8% | 63.1%+30.7pp | 78.2%+15.6pp | 70.6%+23.2pp |
| Annual return | 18.66% | 34.86%-16.2pp | 64.87%-46.2pp | 31.26%-12.6pp |
| Employer contribution / active EE | $2,603 | $1,991+30.7% | $4,676-44.3% | $2,727-4.5% |
| Participant deferral / active EE | $5,727 | $2,825+102.7% | $5,629+1.7% | $4,649+23.2% |
| Admin fee / account holder | $111 | $436-74.6% | $15,914-99.3% | $433-74.4% |