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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 16 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Consulting | $7,877 |
INSPERITY RETIREMENT SERVICES3+ years Service code 15 · EIN 56-2375265 | Recordkeeping | $2,300 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,418 | $95,417-24.1% | $135,974-46.7% | $74,460-2.7% |
| Participation rate | 85.4% | 78.2%+7.2pp | 81.9%+3.5pp | 70.7%+14.6pp |
| Annual return | 44.65% | 32.76%+11.9pp | 68.30%-23.7pp | 34.38%+10.3pp |
| Employer contribution / active EE | $7,856 | $3,878+102.6% | $4,859+61.7% | $2,638+197.8% |
| Participant deferral / active EE | $15,901 | $7,789+104.1% | $7,760+104.9% | $4,530+251.0% |
| Admin fee / account holder | $27 | $266-89.9% | $10,767-99.7% | $348-92.3% |