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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 | $30,421-28.5% | $56,077-61.2% | $74,429-70.8% |
| Participation rate | 31.8% | 32.9%-1.1pp | 52.5%-20.7pp | 67.2%-35.5pp |
| Annual return | 18.64% | 24.94%-6.3pp | 1709.28%-1690.6pp | 1368.38%-1349.7pp |
| Employer contribution / active EE | $927 | $610+52.1% | $1,040-10.9% | $2,625-64.7% |
| Participant deferral / active EE | $1,804 | $1,175+53.5% | $1,954-7.7% | $4,348-58.5% |
| Admin fee / account holder | $42 | $2,363-98.2% | $2,825-98.5% | $1,944-97.8% |