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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 86-0936511 | Other Services | $7,035 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,762 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 | Advisory (Plan) | $0 |
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 | $24,761 | $81,262-69.5% | $155,602-84.1% | $80,911-69.4% |
| Participation rate | 91.4% | 66.2%+25.2pp | 78.2%+13.2pp | 67.6%+23.8pp |
| Annual return | 12.77% | 33.34%-20.6pp | 64.81%-52.0pp | 35.63%-22.9pp |
| Employer contribution / active EE | $2,633 | $3,102-15.1% | $4,675-43.7% | $2,756-4.5% |
| Participant deferral / active EE | $2,550 | $3,451-26.1% | $5,629-54.7% | $4,297-40.6% |
| Admin fee / account holder | $41 | $7,992-99.5% | $15,923-99.7% | $6,935-99.4% |