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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,015 |
Filed as: WILSHIRE ASSOCIATES INC USA Service code 26 · EIN 95-2755361 | Advisory (Participants) | $987 |
Employer contribution per participant 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 | $42,363 | $57,346-26.1% | $86,681-51.1% | $75,184-43.7% |
| Participation rate | 75.8% | 63.2%+12.6pp | 71.7%+4.1pp | 67.2%+8.6pp |
| Annual return | 15.77% | 2676.28%-2660.5pp | 593.32%-577.6pp | 160.78%-145.0pp |
| Employer contribution / active EE | $158 | $2,317-93.2% | $3,026-94.8% | $2,671-94.1% |
| Participant deferral / active EE | $1,679 | $3,321-49.4% | $4,440-62.2% | $4,127-59.3% |
| Admin fee / account holder | $87 | $4,116-97.9% | $5,620-98.4% | $5,652-98.5% |