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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $16,335 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,302 |
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 | $146,938 | $91,179+61.2% | $178,499-17.7% | $79,852+84.0% |
| Participation rate | 91.3% | 69.2%+22.1pp | 81.9%+9.4pp | 69.6%+21.7pp |
| Annual return | 13.29% | 24.19%-10.9pp | 151.10%-137.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $5,779 | $3,256+77.5% | $5,011+15.3% | $2,471+133.9% |
| Participant deferral / active EE | $5,822 | $3,236+79.9% | $5,202+11.9% | $3,740+55.7% |
| Admin fee / account holder | $299 | $6,749-95.6% | $13,986-97.9% | $5,306-94.4% |