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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,690 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,984,901 | $77,472+7625.2% | $100,415+5860.2% | $80,959+7292.5% |
| Participation rate | 0.0% | 76.9%-76.9pp | 81.5%-81.5pp | 67.7%-67.7pp |
| Annual return | 12.42% | 37.26%-24.8pp | 49.47%-37.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $9,867 | $2,800+252.4% | $3,943+150.2% | $2,757+257.9% |
| Participant deferral / active EE | $18,921 | $6,818+177.5% | $8,091+133.9% | $4,300+340.0% |
| Admin fee / account holder | $33,765 | $5,885+473.8% | $7,906+327.1% | $6,925+387.6% |