Filed December 17, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,506 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,090 | $62,409-6.9% | $120,574-51.8% | $74,459-22.0% |
| Participation rate | 85.9% | 56.8%+29.2pp | 71.9%+14.0pp | 67.2%+18.7pp |
| Annual return | 13.29% | 18.62%-5.3pp | 107.42%-94.1pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $3,019 | $1,847+63.5% | $3,471-13.0% | $2,626+15.0% |
| Participant deferral / active EE | $4,661 | $2,888+61.4% | $4,996-6.7% | $4,350+7.2% |
| Admin fee / account holder | $493 | $2,394-79.4% | $9,445-94.8% | $1,945-74.6% |