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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $355 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $168 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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.
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 | $43,637 | $61,052-28.5% | $142,898-69.5% | $79,391-45.0% |
| Participation rate | 26.8% | 60.1%-33.3pp | 72.0%-45.1pp | 70.7%-43.9pp |
| Annual return | 19.93% | 16.02%+3.9pp | 5639.64%-5619.7pp | 116.88%-96.9pp |
| Employer contribution / active EE | $275 | $1,481-81.4% | $4,146-93.4% | $2,428-88.7% |
| Participant deferral / active EE | $2,024 | $2,879-29.7% | $3,838-47.3% | $4,046-50.0% |
| Admin fee / account holder | $308 | $659-53.2% | $6,560-95.3% | $627-50.8% |