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| Provider | Service type | Compensation |
|---|---|---|
Filed as: 9258 WEALTH MANAGEMENT, LLC Service code 26 · EIN 82-2359200 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,156 | $50,956-38.9% | $96,562-67.7% | $86,799-64.1% |
| Participation rate | 51.2% | 65.2%-14.1pp | 69.8%-18.6pp | 72.3%-21.1pp |
| Annual return | 12.86% | 21.27%-8.4pp | 37.78%-24.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $231 | $1,111-79.2% | $2,356-90.2% | $2,405-90.4% |
| Participant deferral / active EE | $1,385 | $2,954-53.1% | $3,849-64.0% | $4,131-66.5% |
| Admin fee / account holder | $221 | $166+33.1% | $6,181-96.4% | $170+30.3% |