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 · EIN 01-0233346 | Recordkeeping | $40,952 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,250 |
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 | $37,499 | $80,731-53.6% | $103,374-63.7% | $74,546-49.7% |
| Participation rate | 81.9% | 65.7%+16.3pp | 74.5%+7.4pp | 67.2%+14.7pp |
| Annual return | 16.87% | 27.56%-10.7pp | 24.89%-8.0pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $1,219 | $3,158-61.4% | $3,869-68.5% | $2,624-53.6% |
| Participant deferral / active EE | $6,907 | $3,860+78.9% | $5,058+36.6% | $4,347+58.9% |
| Admin fee / account holder | $218 | $2,369-90.8% | $8,394-97.4% | $1,944-88.8% |