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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $170 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $147 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $25,946 | $46,722-44.5% | $130,660-80.1% | $65,186-60.2% |
| Participation rate | 28.5% | 60.9%-32.5pp | 71.7%-43.3pp | 70.2%-41.7pp |
| Annual return | 90.09% | 24.17%+65.9pp | 1709.29%-1619.2pp | 29.39%+60.7pp |
| Employer contribution / active EE | $229 | $1,488-84.6% | $4,092-94.4% | $2,177-89.5% |
| Participant deferral / active EE | $1,495 | $2,545-41.3% | $3,603-58.5% | $3,514-57.5% |
| Admin fee / account holder | $163 | $453-64.0% | $5,463-97.0% | $847-80.8% |