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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 | Recordkeeping | $3,435 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $900 |
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.
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 | $57,500 | $122,042-52.9% | $184,260-68.8% | $74,459-22.8% |
| Participation rate | 60.0% | 85.5%-25.5pp | 86.8%-26.8pp | 67.2%-7.2pp |
| Annual return | 15.45% | 19.91%-4.5pp | 28.84%-13.4pp | 1369.70%-1354.2pp |
| Employer contribution / active EE | $2,036 | $4,537-55.1% | $6,427-68.3% | $2,626-22.5% |
| Participant deferral / active EE | $3,833 | $7,143-46.3% | $9,133-58.0% | $4,350-11.9% |
| Admin fee / account holder | $21 | $1,252-98.3% | $13,898-99.8% | $1,945-98.9% |