Filed May 1, 2024
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,700 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,841 | $61,391-9.0% | $149,723-62.7% | $71,529-21.9% |
| Participation rate | 47.6% | 62.5%-15.0pp | 78.8%-31.2pp | 67.9%-20.4pp |
| Annual return | 18.15% | 35.88%-17.7pp | 134.50%-116.3pp | 28.97%-10.8pp |
| Employer contribution / active EE | $1,165 | $2,384-51.1% | $4,821-75.8% | $2,590-55.0% |
| Participant deferral / active EE | $2,905 | $2,921-0.5% | $5,682-48.9% | $4,291-32.3% |
| Admin fee / account holder | $378 | $1,264-70.1% | $13,215-97.1% | $1,588-76.2% |