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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $2,144 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $880 |
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 | $36,525 | $73,397-50.2% | $178,014-79.5% | $74,546-51.0% |
| Participation rate | 81.3% | 66.6%+14.7pp | 77.1%+4.2pp | 67.2%+14.1pp |
| Annual return | 13.11% | 17.49%-4.4pp | 294.80%-281.7pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $1,689 | $2,217-23.8% | $3,950-57.2% | $2,624-35.6% |
| Participant deferral / active EE | $3,184 | $4,512-29.4% | $6,276-49.3% | $4,347-26.8% |
| Admin fee / account holder | $277 | $1,809-84.7% | $10,362-97.3% | $1,944-85.8% |