Filed April 12, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,427 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,528 | $62,177-49.3% | $81,370-61.3% | $74,478-57.7% |
| Participation rate | 97.9% | 64.1%+33.9pp | 69.5%+28.4pp | 67.2%+30.7pp |
| Annual return | 9.50% | 16.62%-7.1pp | 24.85%-15.3pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $2,796 | $1,881+48.6% | $2,464+13.5% | $2,626+6.5% |
| Participant deferral / active EE | $1,838 | $3,219-42.9% | $3,885-52.7% | $4,350-57.7% |
| Admin fee / account holder | $181 | $1,927-90.6% | $5,749-96.9% | $1,946-90.7% |