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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 42-0127290 | Accounting | $39,220 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORATEDLLC Service code 27 · EIN 92-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $23,015 | $80,753-71.5% | $136,297-83.1% | $62,293-63.1% |
| Participation rate | 66.7% | 73.5%-6.9pp | 81.9%-15.3pp | 69.5%-2.8pp |
| Annual return | 14.82% | 35.83%-21.0pp | 5156.19%-5141.4pp | 28.90%-14.1pp |
| Employer contribution / active EE | $2,027 | $2,884-29.7% | $4,696-56.8% | $2,042-0.7% |
| Participant deferral / active EE | $3,059 | $5,164-40.8% | $6,247-51.0% | $3,169-3.5% |
| Admin fee / account holder | $35 | $525-93.3% | $9,244-99.6% | $479-92.7% |