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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-3033722 | Recordkeeping | $975 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $150 |
Filed as: WILSHIRE ASSOCIATION(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,325 | $58,888-77.4% | $178,499-92.5% | $73,493-81.9% |
| Participation rate | 54.0% | 66.2%-12.2pp | 81.9%-27.9pp | 70.7%-16.7pp |
| Annual return | 100.35% | 24.86%+75.5pp | 151.10%-50.7pp | 28.51%+71.8pp |
| Employer contribution / active EE | $1,492 | $2,236-33.3% | $5,011-70.2% | $2,270-34.3% |
| Participant deferral / active EE | $2,977 | $2,568+15.9% | $5,202-42.8% | $3,740-20.4% |
| Admin fee / account holder | $11 | $400-97.3% | $13,986-99.9% | $513-97.9% |