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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,060 |
Filed as: WILSHIRE ASSOCITES INC USA Service code 26 · EIN 92-5755361 | Advisory (Participants) | $308 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,286 | $80,763-74.9% | $102,412-80.2% | $74,459-72.8% |
| Participation rate | 52.9% | 65.7%-12.8pp | 74.5%-21.6pp | 67.2%-14.3pp |
| Annual return | 11.40% | 27.57%-16.2pp | 24.94%-13.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,128 | $3,160-64.3% | $3,870-70.9% | $2,626-57.1% |
| Participant deferral / active EE | $2,371 | $3,862-38.6% | $5,060-53.1% | $4,350-45.5% |
| Admin fee / account holder | $288 | $2,371-87.8% | $8,388-96.6% | $1,945-85.2% |