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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $27,482 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $19,805 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $1,891 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $9,201 | $45,068-79.6% | $67,221-86.3% | $73,412-87.5% |
| Participation rate | 91.3% | 75.3%+15.9pp | 79.4%+11.9pp | 72.2%+19.1pp |
| Annual return | 7.12% | 16.15%-9.0pp | 20.72%-13.6pp | 59.30%-52.2pp |
| Employer contribution / active EE | $2,499 | $2,041+22.4% | $3,723-32.9% | $2,234+11.9% |
| Participant deferral / active EE | $1,827 | $2,660-31.3% | $4,384-58.3% | $3,806-52.0% |
| Admin fee / account holder | $167 | $111+50.5% | $5,844-97.1% | $158+5.8% |