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 15 · EIN 01-0233346 | Recordkeeping | $1,146 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,106 | $44,873-39.6% | $79,472-65.9% | $56,289-51.8% |
| Participation rate | 81.1% | 68.7%+12.3pp | 73.3%+7.7pp | 69.9%+11.2pp |
| Annual return | -9.22% | 0.81%-10.0pp | 718.32%-727.5pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,243 | $2,140-41.9% | $2,801-55.6% | $2,111-41.1% |
| Participant deferral / active EE | $2,054 | $2,746-25.2% | $3,704-44.6% | $3,350-38.7% |
| Admin fee / account holder | $80 | $418-80.8% | $5,104-98.4% | $521-84.6% |