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 | $44,206-20.1% | $94,057-62.4% | $64,728-45.4% |
| Participation rate | 86.7% | 51.0%+35.7pp | 73.3%+13.3pp | 57.9%+28.8pp |
| Annual return | 15.31% | 259.42%-244.1pp | 480.62%-465.3pp | 49.38%-34.1pp |
| Employer contribution / active EE | $3,332 | $1,635+103.8% | $2,933+13.6% | $2,243+48.6% |
| Participant deferral / active EE | $4,154 | $1,902+118.4% | $4,709-11.8% | $2,729+52.2% |
| Admin fee / account holder | $10 | $1,230-99.2% | $7,244-99.9% | $1,145-99.1% |