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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $10,179 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $15,037 | $59,191-74.6% | $76,767-80.4% | $56,289-73.3% |
| Participation rate | 98.6% | 75.2%+23.3pp | 77.0%+21.6pp | 69.9%+28.7pp |
| Annual return | -6.29% | 6.62%-12.9pp | 2.43%-8.7pp | -9.96%+3.7pp |
| Employer contribution / active EE | $812 | $1,759-53.8% | $2,485-67.3% | $2,111-61.5% |
| Participant deferral / active EE | $1,467 | $3,255-54.9% | $3,852-61.9% | $3,350-56.2% |
| Admin fee / account holder | $58 | $489-88.2% | $6,675-99.1% | $521-89.0% |