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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $39,494 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $22,831 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $2,257 |
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 | $9,605 | $43,709-78.0% | $61,491-84.4% | $64,824-85.2% |
| Participation rate | 94.2% | 69.2%+25.0pp | 79.3%+14.8pp | 71.5%+22.7pp |
| Annual return | -14.09% | -9.98%-4.1pp | -12.98%-1.1pp | 32.84%-46.9pp |
| Employer contribution / active EE | $2,948 | $2,113+39.5% | $4,246-30.6% | $2,507+17.6% |
| Participant deferral / active EE | $2,400 | $3,022-20.6% | $5,188-53.7% | $4,311-44.3% |
| Admin fee / account holder | $189 | $131+43.8% | $4,312-95.6% | $188+0.4% |