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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,001 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $4,077 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,531 | $56,152-40.3% | $185,861-82.0% | $73,412-54.3% |
| Participation rate | 94.8% | 67.6%+27.2pp | 78.0%+16.7pp | 72.2%+22.6pp |
| Annual return | 22.28% | 17.59%+4.7pp | 35.96%-13.7pp | 59.30%-37.0pp |
| Employer contribution / active EE | $616 | $1,532-59.8% | $4,088-84.9% | $2,234-72.4% |
| Participant deferral / active EE | $5,751 | $3,659+57.2% | $5,634+2.1% | $3,806+51.1% |
| Admin fee / account holder | $197 | $132+48.9% | $9,503-97.9% | $158+24.5% |