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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,479 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,160 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,471 | $65,447-4.5% | $98,508-36.6% | $85,852-27.2% |
| Participation rate | 76.2% | 65.0%+11.2pp | 73.3%+2.8pp | 69.3%+6.9pp |
| Annual return | 11.14% | 21.75%-10.6pp | 1495.22%-1484.1pp | 318.66%-307.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,566-100.0% |
| Participant deferral / active EE | $2,297 | $3,168-27.5% | $4,276-46.3% | $3,952-41.9% |
| Admin fee / account holder | $163 | $4,596-96.4% | $5,956-97.3% | $6,261-97.4% |