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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $871 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $148 |
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,307 | $99,957-78.7% | $149,730-85.8% | $73,493-71.0% |
| Participation rate | 71.9% | 75.7%-3.8pp | 82.5%-10.5pp | 70.7%+1.3pp |
| Annual return | 51.98% | 53.87%-1.9pp | 276.70%-224.7pp | 28.51%+23.5pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,269 | $6,073+3.2% | $6,843-8.4% | $3,740+67.6% |
| Admin fee / account holder | $11 | $551-98.1% | $9,310-99.9% | $513-98.0% |