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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES INC. (NY) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $876 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $672 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,189 | $86,286-24.5% | $111,297-41.4% | $85,850-24.1% |
| Participation rate | 66.3% | 73.3%-7.0pp | 77.3%-11.0pp | 69.3%-3.0pp |
| Annual return | 12.89% | 19.99%-7.1pp | 54.65%-41.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $735 | $2,043-64.0% | $2,731-73.1% | $2,565-71.4% |
| Participant deferral / active EE | $3,931 | $3,641+8.0% | $4,487-12.4% | $3,952-0.5% |
| Admin fee / account holder | $502 | $8,188-93.9% | $7,964-93.7% | $6,260-92.0% |