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 | $44,398-20.4% | $103,693-65.9% | $65,191-45.8% |
| Participation rate | 86.7% | 54.3%+32.4pp | 72.6%+14.0pp | 63.0%+23.7pp |
| Annual return | 15.31% | 325.62%-310.3pp | 47.61%-32.3pp | 51.24%-35.9pp |
| Employer contribution / active EE | $3,332 | $1,702+95.7% | $2,920+14.1% | $2,400+38.8% |
| Participant deferral / active EE | $4,154 | $1,797+131.1% | $4,579-9.3% | $2,671+55.5% |
| Admin fee / account holder | $10 | $856-98.8% | $7,858-99.9% | $907-98.9% |