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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $15,282 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,386 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $134,566 | $85,171+58.0% | $172,752-22.1% | $72,975+84.4% |
| Participation rate | 84.2% | 70.1%+14.1pp | 82.6%+1.6pp | 69.5%+14.7pp |
| Annual return | 18.18% | 27.32%-9.1pp | 802.97%-784.8pp | 81.01%-62.8pp |
| Employer contribution / active EE | $4,713 | $3,324+41.8% | $5,144-8.4% | $2,440+93.2% |
| Participant deferral / active EE | $4,914 | $3,260+50.7% | $5,198-5.5% | $3,608+36.2% |
| Admin fee / account holder | $294 | $5,880-95.0% | $13,955-97.9% | $5,124-94.3% |