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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 15 | Recordkeeping | $68 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $40 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 15 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Recordkeeping | $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.
Annual investment return 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 | $12,249 | $44,221-72.3% | $121,220-89.9% | $56,289-78.2% |
| Participation rate | 25.8% | 61.1%-35.3pp | 71.8%-46.0pp | 69.9%-44.1pp |
| Annual return | -10.97% | -3.58%-7.4pp | 16.94%-27.9pp | -9.96%-1.0pp |
| Employer contribution / active EE | $200 | $1,480-86.5% | $4,023-95.0% | $2,111-90.5% |
| Participant deferral / active EE | $1,298 | $2,521-48.5% | $3,345-61.2% | $3,350-61.3% |
| Admin fee / account holder | $95 | $480-80.2% | $5,021-98.1% | $521-81.7% |