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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-3030907 | Advisory (Participants) | $25,311 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,042 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,355 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,388 | $58,336-63.3% | $97,260-78.0% | $199,960-89.3% |
| Participation rate | 19.8% | 63.8%-44.0pp | 72.7%-52.9pp | 72.0%-52.2pp |
| Annual return | 14.94% | 32.81%-17.9pp | 75.54%-60.6pp | 34.28%-19.3pp |
| Employer contribution / active EE | $386 | $1,416-72.7% | $2,721-85.8% | $3,036-87.3% |
| Participant deferral / active EE | $616 | $3,240-81.0% | $4,262-85.6% | $5,087-87.9% |
| Admin fee / account holder | $225 | $114+97.8% | $5,640-96.0% | $269-16.3% |