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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $785 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $79 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,449 | $63,471-82.0% | $68,803-83.4% | $66,949-82.9% |
| Participation rate | 12.7% | 60.0%-47.3pp | 69.0%-56.3pp | 69.8%-57.1pp |
| Annual return | -17.87% | -8.29%-9.6pp | -6.37%-11.5pp | 1.57%-19.4pp |
| Employer contribution / active EE | $0 | $1,776-100.0% | $2,656-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $460 | $2,946-84.4% | $3,942-88.3% | $4,239-89.2% |
| Admin fee / account holder | $222 | $578-61.6% | $4,936-95.5% | $594-62.6% |