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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES, INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,990 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,612 | $76,112-24.3% | $96,534-40.3% | $71,511-19.4% |
| Participation rate | 75.9% | 74.4%+1.5pp | 76.0%-0.1pp | 67.9%+8.0pp |
| Annual return | 14.67% | 22.81%-8.1pp | 25.88%-11.2pp | 28.86%-14.2pp |
| Employer contribution / active EE | $4,031 | $2,248+79.3% | $2,965+35.9% | $2,589+55.7% |
| Participant deferral / active EE | $3,011 | $4,217-28.6% | $4,851-37.9% | $4,291-29.8% |
| Admin fee / account holder | $354 | $2,708-86.9% | $8,253-95.7% | $1,588-77.7% |