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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,491 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,236 | $51,620+1.2% | $90,336-42.2% | $65,188-19.9% |
| Participation rate | 71.4% | 68.6%+2.8pp | 73.3%-1.9pp | 70.2%+1.2pp |
| Annual return | 20.43% | 24.94%-4.5pp | 78.15%-57.7pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,504 | $2,235-32.7% | $2,856-47.4% | $2,177-30.9% |
| Participant deferral / active EE | $2,269 | $2,871-21.0% | $3,886-41.6% | $3,514-35.4% |
| Admin fee / account holder | $153 | $384-60.2% | $5,357-97.1% | $847-81.9% |