Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $16,254 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,757 |
Service code 49 · EIN 51-0523358 | Other Services | $11,290 |
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 | $171,258 | $61,338+179.2% | $149,717+14.4% | $71,495+139.5% |
| Participation rate | 86.3% | 62.5%+23.8pp | 78.8%+7.5pp | 67.9%+18.3pp |
| Annual return | 14.65% | 35.86%-21.2pp | 134.41%-119.8pp | 28.85%-14.2pp |
| Employer contribution / active EE | $7,508 | $2,381+215.3% | $4,820+55.8% | $2,589+190.0% |
| Participant deferral / active EE | $6,579 | $2,919+125.4% | $5,682+15.8% | $4,291+53.3% |
| Admin fee / account holder | $537 | $1,263-57.5% | $13,213-95.9% | $1,588-66.2% |