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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,906 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,379 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,421 | $55,437-37.9% | $155,534-77.9% | $74,459-53.8% |
| Participation rate | 94.7% | 61.9%+32.8pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 15.49% | 269.58%-254.1pp | 64.92%-49.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $2,630 | $2,266+16.1% | $4,675-43.7% | $2,626+0.2% |
| Participant deferral / active EE | $5,255 | $2,837+85.2% | $5,630-6.7% | $4,350+20.8% |
| Admin fee / account holder | $269 | $1,742-84.6% | $15,900-98.3% | $1,945-86.2% |