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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 | $101,539-89.1% | $147,041-92.5% | $74,400-85.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 14.59% | 8740.84%-8726.3pp | 419.21%-404.6pp | 1367.51%-1352.9pp |
| Employer contribution / active EE | $2,998 | $3,811-21.3% | $4,935-39.3% | $2,624+14.2% |
| Participant deferral / active EE | $3,486 | $7,304-52.3% | $8,071-56.8% | $4,348-19.8% |
| Admin fee / account holder | $119 | $1,749-93.2% | $13,006-99.1% | $1,944-93.9% |