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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,044 | $87,834+13.9% | $133,975-25.3% | $62,881+59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 16.26% | 12.05%+4.2pp | 29.29%-13.0pp | 20.14%-3.9pp |
| Employer contribution / active EE | $3,288 | $3,482-5.6% | $5,211-36.9% | $2,281+44.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $12 | $5,372-99.8% | $9,324-99.9% | $4,296-99.7% |