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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $226 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $140 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $34,095 | $53,901-36.7% | $134,162-74.6% | $73,497-53.6% |
| Participation rate | 27.9% | 62.8%-35.0pp | 72.2%-44.3pp | 70.7%-42.8pp |
| Annual return | 17.23% | 15.82%+1.4pp | 36.35%-19.1pp | 28.51%-11.3pp |
| Employer contribution / active EE | $244 | $1,458-83.3% | $3,705-93.4% | $2,270-89.3% |
| Participant deferral / active EE | $1,538 | $2,739-43.9% | $3,500-56.1% | $3,740-58.9% |
| Admin fee / account holder | $219 | $581-62.3% | $6,685-96.7% | $513-57.3% |