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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $788 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,640 | $74,706-42.9% | $75,714-43.7% | $79,391-46.3% |
| Participation rate | 42.3% | 75.3%-33.1pp | 74.8%-32.5pp | 70.7%-28.4pp |
| Annual return | 12.71% | 18.52%-5.8pp | 104.62%-91.9pp | 116.88%-104.2pp |
| Employer contribution / active EE | $439 | $2,590-83.0% | $2,744-84.0% | $2,428-81.9% |
| Participant deferral / active EE | $1,507 | $3,533-57.3% | $3,820-60.6% | $4,046-62.8% |
| Admin fee / account holder | $11 | $374-97.0% | $3,619-99.7% | $627-98.2% |