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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3646501 | Recordkeeping | $48,414 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,252 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,503 | $75,962-48.0% | $154,111-74.4% | $64,173-38.4% |
| Participation rate | 84.0% | 70.4%+13.6pp | 83.0%+1.0pp | 69.6%+14.4pp |
| Annual return | -4.50% | 30.32%-34.8pp | 735.18%-739.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $4,017 | $3,350+19.9% | $5,298-24.2% | $2,381+68.7% |
| Participant deferral / active EE | $11,177 | $3,175+252.1% | $5,081+120.0% | $3,470+222.1% |
| Admin fee / account holder | $357 | $5,589-93.6% | $13,411-97.3% | $4,887-92.7% |