Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $753 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,924 | $53,165-71.9% | $86,216-82.7% | $74,460-80.0% |
| Participation rate | 33.8% | 64.9%-31.0pp | 69.0%-35.1pp | 70.7%-36.9pp |
| Annual return | 16.42% | 22.64%-6.2pp | 1169.42%-1153.0pp | 34.38%-18.0pp |
| Employer contribution / active EE | $369 | $1,210-69.5% | $2,382-84.5% | $2,638-86.0% |
| Participant deferral / active EE | $921 | $3,234-71.5% | $3,986-76.9% | $4,530-79.7% |
| Admin fee / account holder | $197 | $551-64.2% | $6,853-97.1% | $348-43.3% |