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| Provider | Service type | Compensation |
|---|---|---|
CASSILLY FINANCIAL1+ years Filed as: CASSILLY FINANCIAL GROUP, LLC Service code 26 | Advisory (Participants) | $470 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 | Advisory (Participants) | $19 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,912 | $28,956-79.6% | $71,755-91.8% | $64,819-90.9% |
| Participation rate | 16.5% | 65.2%-48.6pp | 62.3%-45.8pp | 71.5%-54.9pp |
| Annual return | 0.00% | -7.39%+7.4pp | 9.09%-9.1pp | 32.84%-32.8pp |
| Employer contribution / active EE | $425 | $1,159-63.4% | $1,704-75.1% | $2,507-83.1% |
| Participant deferral / active EE | $599 | $2,686-77.7% | $2,656-77.4% | $4,311-86.1% |
| Admin fee / account holder | $53 | $124-57.4% | $3,972-98.7% | $188-71.8% |