Filed August 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $22,518 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,492 |
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 | $35,334 | $49,796-29.0% | $136,867-74.2% | $69,255-49.0% |
| Participation rate | 86.7% | 62.1%+24.6pp | 74.5%+12.1pp | 69.0%+17.7pp |
| Annual return | 15.31% | 12.45%+2.9pp | 42.97%-27.7pp | 26.73%-11.4pp |
| Employer contribution / active EE | $3,332 | $2,044+63.0% | $3,547-6.1% | $2,645+26.0% |
| Participant deferral / active EE | $4,154 | $2,062+101.4% | $4,924-15.6% | $2,890+43.7% |
| Admin fee / account holder | $10 | $484-97.9% | $10,340-99.9% | $733-98.6% |