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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFAO, NY 142010600 | Recordkeeping | $812 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $336 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,287 | $86,341-77.7% | $125,192-84.6% | $65,185-70.4% |
| Participation rate | 46.2% | 75.3%-29.1pp | 79.8%-33.5pp | 70.2%-24.0pp |
| Annual return | 578.97% | 27.44%+551.5pp | 43.79%+535.2pp | 29.38%+549.6pp |
| Employer contribution / active EE | $1,385 | $2,040-32.1% | $3,866-64.2% | $2,177-36.4% |
| Participant deferral / active EE | $2,139 | $3,538-39.5% | $4,937-56.7% | $3,514-39.1% |
| Admin fee / account holder | $28 | $609-95.4% | $9,704-99.7% | $847-96.7% |