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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $4,853 |
INSPERITY RETIREMENT SERVICES2+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $988 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,218 | $84,493-35.8% | $125,381-56.8% | $66,938-19.0% |
| Participation rate | 79.7% | 76.4%+3.3pp | 82.4%-2.6pp | 69.8%+9.9pp |
| Annual return | -10.96% | -8.49%-2.5pp | 572.31%-583.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $5,584 | $3,554+57.1% | $4,815+16.0% | $2,545+119.4% |
| Participant deferral / active EE | $11,369 | $6,783+67.6% | $7,448+52.7% | $4,238+168.3% |
| Admin fee / account holder | $26 | $685-96.1% | $10,007-99.7% | $594-95.5% |