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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 86-0936511 | Other Services | $6,436 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,163 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,456 | $77,908-80.2% | $149,696-89.7% | $75,173-79.4% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+25.9pp |
| Annual return | 12.66% | 31.73%-19.1pp | 134.46%-121.8pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,432 | $3,138-54.4% | $4,821-70.3% | $2,671-46.4% |
| Participant deferral / active EE | $2,139 | $3,411-37.3% | $5,682-62.4% | $4,126-48.2% |
| Admin fee / account holder | $24 | $5,950-99.6% | $13,212-99.8% | $5,651-99.6% |