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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $102 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $138,172 | $123,793+11.6% | $177,848-22.3% | $79,856+73.0% |
| Participation rate | 92.7% | 84.7%+8.0pp | 87.7%+5.0pp | 69.6%+23.0pp |
| Annual return | 11.16% | 22.82%-11.7pp | 48.33%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $9,169 | $4,095+123.9% | $5,919+54.9% | $2,471+271.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $17 | $7,243-99.8% | $12,431-99.9% | $5,306-99.7% |