Filed August 2, 2022
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $32,368 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,182 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,573 | $86,635-50.9% | $220,144-80.7% | $86,635-50.9% |
| Participation rate | 90.6% | 68.4%+22.2pp | 84.8%+5.8pp | 68.4%+22.2pp |
| Annual return | 16.69% | 12.29%+4.4pp | -0.63%+17.3pp | 12.29%+4.4pp |
| Employer contribution / active EE | $3,760 | $3,012+24.8% | $6,623-43.2% | $3,012+24.8% |
| Participant deferral / active EE | $4,852 | $5,163-6.0% | $4,718+2.8% | $5,163-6.0% |
| Admin fee / account holder | $77 | $2,571-97.0% | $15,617-99.5% | $2,571-97.0% |