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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 71-0927304 | Other Services | $15,045 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,755 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,953 | $65,960-59.1% | $81,844-67.1% | $77,736-65.3% |
| Participation rate | 95.4% | 65.8%+29.7pp | 72.4%+23.1pp | 70.6%+24.9pp |
| Annual return | 20.73% | 26.64%-5.9pp | 778.87%-758.1pp | 31.26%-10.5pp |
| Employer contribution / active EE | $2,307 | $2,375-2.9% | $2,916-20.9% | $2,728-15.4% |
| Participant deferral / active EE | $3,724 | $3,505+6.2% | $4,323-13.9% | $4,651-19.9% |
| Admin fee / account holder | $12 | $526-97.7% | $7,355-99.8% | $433-97.2% |