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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,683 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $633 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,027 | $101,653-89.2% | $147,080-92.5% | $74,459-85.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.59% | 8754.98%-8740.4pp | 420.17%-405.6pp | 1369.70%-1355.1pp |
| Employer contribution / active EE | $2,998 | $3,813-21.4% | $4,933-39.2% | $2,626+14.2% |
| Participant deferral / active EE | $3,486 | $7,304-52.3% | $8,066-56.8% | $4,350-19.9% |
| Admin fee / account holder | $119 | $1,752-93.2% | $12,989-99.1% | $1,945-93.9% |