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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $1,721 |
Service code 15 | Recordkeeping | $850 |
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,180 | $160,028-77.4% | $147,080-75.4% | $145,884-75.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.13% | 98.60%-84.5pp | 420.17%-406.0pp | 551.85%-537.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $159 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |