Filed March 6, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 XXX · XXX, AA 00000 | Recordkeeping | $4,859 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · XXX, AA 00000 | Advisory (Participants) | $742 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,412 | $76,696-42.1% | $96,515-54.0% | $71,511-37.9% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 20.90% | 48.32%-27.4pp | 35.73%-14.8pp | 28.86%-8.0pp |
| Employer contribution / active EE | $9,410 | $3,032+210.4% | $3,740+151.6% | $2,589+263.4% |
| Participant deferral / active EE | $7,313 | $3,770+94.0% | $4,880+49.9% | $4,291+70.4% |
| Admin fee / account holder | $224 | $2,030-89.0% | $6,735-96.7% | $1,588-85.9% |