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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $566 |
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,768 | $59,006-85.1% | $97,295-91.0% | $74,478-88.2% |
| Participation rate | 44.5% | 63.7%-19.2pp | 72.7%-28.1pp | 67.2%-22.7pp |
| Annual return | 15.53% | 16.04%-0.5pp | 75.62%-60.1pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $904 | $1,894-52.3% | $2,723-66.8% | $2,626-65.6% |
| Participant deferral / active EE | $1,482 | $3,671-59.6% | $4,264-65.3% | $4,350-65.9% |
| Admin fee / account holder | $29 | $1,974-98.5% | $5,646-99.5% | $1,946-98.5% |