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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $351 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $164 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,821 | $45,602-17.1% | $117,529-67.8% | $66,949-43.5% |
| Participation rate | 29.1% | 57.6%-28.5pp | 70.6%-41.5pp | 69.8%-40.7pp |
| Annual return | -18.24% | -16.74%-1.5pp | 29.77%-48.0pp | 1.57%-19.8pp |
| Employer contribution / active EE | $310 | $1,579-80.4% | $4,179-92.6% | $2,545-87.8% |
| Participant deferral / active EE | $2,372 | $2,845-16.6% | $4,072-41.7% | $4,239-44.0% |
| Admin fee / account holder | $300 | $661-54.7% | $5,645-94.7% | $594-49.5% |