Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $41,961 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $18,737 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $2,398 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,009 | $53,977-81.5% | $76,080-86.8% | $86,821-88.5% |
| Participation rate | 97.2% | 73.6%+23.6pp | 79.4%+17.8pp | 72.3%+24.9pp |
| Annual return | 11.19% | 14.64%-3.5pp | 42.50%-31.3pp | 97.94%-86.7pp |
| Employer contribution / active EE | $2,652 | $2,300+15.3% | $3,962-33.1% | $2,406+10.2% |
| Participant deferral / active EE | $2,043 | $2,980-31.4% | $4,905-58.4% | $4,132-50.6% |
| Admin fee / account holder | $168 | $108+55.5% | $4,883-96.6% | $170-1.1% |