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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 15 | Recordkeeping | $29 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,237 | $63,156-83.8% | $122,354-91.6% | $62,293-83.6% |
| Participation rate | 18.1% | 60.0%-42.0pp | 71.6%-53.6pp | 69.5%-51.5pp |
| Annual return | 0.00% | 20.61%-20.6pp | 30.28%-30.3pp | 28.90%-28.9pp |
| Employer contribution / active EE | $156 | $1,385-88.7% | $4,051-96.1% | $2,042-92.4% |
| Participant deferral / active EE | $1,067 | $2,321-54.0% | $3,287-67.5% | $3,169-66.3% |
| Admin fee / account holder | $93 | $440-78.8% | $5,479-98.3% | $479-80.6% |