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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC Service code 26 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $32 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,452 | $42,582-80.2% | $171,082-95.1% | $57,658-85.3% |
| Participation rate | 8.0% | 63.9%-55.9pp | 76.7%-68.7pp | 70.2%-62.2pp |
| Annual return | 482.46% | 308.67%+173.8pp | 32.56%+449.9pp | 5.13%+477.3pp |
| Employer contribution / active EE | $0 | $1,306-100.0% | $4,002-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $408 | $2,933-86.1% | $4,797-91.5% | $3,061-86.7% |
| Admin fee / account holder | $138 | $82+67.3% | $8,520-98.4% | $95+45.7% |