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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $14,918 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,252 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,559 | $216,269-23.0% | $143,799+15.8% | - |
| Participation rate | 85.9% | 60.2%+25.7pp | 80.3%+5.5pp | - |
| Annual return | -14.79% | -15.44%+0.7pp | -0.04%-14.7pp | - |
| Employer contribution / active EE | $7,033 | $1,888+272.6% | $4,952+42.0% | - |
| Participant deferral / active EE | $6,650 | $2,498+166.2% | $5,638+17.9% | - |
| Admin fee / account holder | $502 | $36,574-98.6% | $14,677-96.6% | - |