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| Provider | Service type | Compensation |
|---|---|---|
MBE WEALTH MANAGEMENT LLC2 years Service code 26 · EIN 46-1211226 | Advisory (Participants) | $24,522 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,401 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $114,119-100.0% | $107,187-100.0% | $138,895-100.0% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | -105.96% | 273.21%-379.2pp | 204.55%-310.5pp | 145.39%-251.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |