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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $896 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $385 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,082 | $66,813-17.6% | $100,528-45.2% | $73,493-25.1% |
| Participation rate | 85.6% | 77.5%+8.1pp | 79.4%+6.2pp | 70.7%+14.9pp |
| Annual return | 57.38% | 25.70%+31.7pp | 30.90%+26.5pp | 28.51%+28.9pp |
| Employer contribution / active EE | $4,687 | $2,147+118.4% | $3,419+37.1% | $2,270+106.5% |
| Participant deferral / active EE | $9,335 | $5,883+58.7% | $6,271+48.9% | $3,740+149.6% |
| Admin fee / account holder | $358 | $512-30.2% | $8,084-95.6% | $513-30.3% |