Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $122,051-52.9% | $184,185-68.8% | $74,400-22.7% |
| Participation rate | 60.0% | 85.5%-25.5pp | 86.8%-26.8pp | 67.2%-7.2pp |
| Annual return | 15.45% | 19.91%-4.5pp | 28.81%-13.4pp | 1367.51%-1352.1pp |
| Employer contribution / active EE | $2,036 | $4,539-55.1% | $6,426-68.3% | $2,624-22.4% |
| Participant deferral / active EE | $3,833 | $7,146-46.4% | $9,132-58.0% | $4,348-11.8% |
| Admin fee / account holder | $21 | $1,258-98.3% | $13,909-99.8% | $1,944-98.9% |