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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,622 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $15,602 | $42,548-63.3% | $74,552-79.1% | $56,287-72.3% |
| Participation rate | 14.0% | 60.5%-46.5pp | 69.1%-55.2pp | 69.9%-55.9pp |
| Annual return | 23.17% | 12.40%+10.8pp | 32.53%-9.4pp | -9.96%+33.1pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $824 | $2,277-63.8% | $3,108-73.5% | $3,350-75.4% |
| Admin fee / account holder | $158 | $467-66.1% | $5,060-96.9% | $521-69.6% |