Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,698 |
SBSF1 year Service code 13 · EIN 27-3232902 5425 SUGARLOAF PARKWAY SUITE 2200 · LAWRENCEVILLE, GA 30043 | Contract Administrator | $15,405 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $202,067 | $46,173+337.6% | $170,435+18.6% | $69,631+190.2% |
| Participation rate | 8.8% | 63.9%-55.1pp | 83.6%-74.8pp | 70.7%-61.9pp |
| Annual return | 3.30% | 21.62%-18.3pp | 205.94%-202.6pp | 27571.02%-27567.7pp |
| Employer contribution / active EE | $827 | $1,610-48.6% | $5,432-84.8% | $2,032-59.3% |
| Participant deferral / active EE | $829 | $2,080-60.1% | $4,939-83.2% | $3,224-74.3% |
| Admin fee / account holder | $576 | $116+396.7% | $13,881-95.9% | $110+421.5% |