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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,911 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,392 | $36,767-79.9% | $81,478-90.9% | $62,293-88.1% |
| Participation rate | 59.2% | 54.4%+4.7pp | 68.0%-8.8pp | 69.5%-10.3pp |
| Annual return | 19.63% | 173.80%-154.2pp | 38.78%-19.2pp | 28.90%-9.3pp |
| Employer contribution / active EE | $2,248 | $1,128+99.3% | $2,568-12.4% | $2,042+10.1% |
| Participant deferral / active EE | $421 | $2,111-80.1% | $3,537-88.1% | $3,169-86.7% |
| Admin fee / account holder | $83 | $797-89.6% | $4,561-98.2% | $479-82.8% |