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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,202 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,759 | $30,423-28.5% | $56,025-61.2% | $74,478-70.8% |
| Participation rate | 31.8% | 32.9%-1.1pp | 52.5%-20.7pp | 67.2%-35.5pp |
| Annual return | 18.64% | 24.97%-6.3pp | 1712.69%-1694.0pp | 1370.56%-1351.9pp |
| Employer contribution / active EE | $927 | $610+51.9% | $1,042-11.0% | $2,626-64.7% |
| Participant deferral / active EE | $1,804 | $1,176+53.4% | $1,955-7.7% | $4,350-58.5% |
| Admin fee / account holder | $42 | $2,363-98.2% | $2,828-98.5% | $1,946-97.8% |