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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $4,199 |
INSPERITY RETIREMENT SERVICES1+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $787 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,239 | $104,482-24.2% | $159,455-50.3% | $79,393-0.2% |
| Participation rate | 83.2% | 76.6%+6.6pp | 82.8%+0.4pp | 70.7%+12.5pp |
| Annual return | 0.00% | 67.96%-68.0pp | 263.63%-263.6pp | 116.87%-116.9pp |
| Employer contribution / active EE | $6,370 | $3,416+86.5% | $4,830+31.9% | $2,428+162.4% |
| Participant deferral / active EE | $14,212 | $6,467+119.8% | $7,353+93.3% | $4,046+251.3% |
| Admin fee / account holder | $39 | $711-94.5% | $10,800-99.6% | $627-93.7% |