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| Provider | Service type | Compensation |
|---|---|---|
MBL WEALTH LLC1 year Service code 26 · EIN 92-5275536 | Advisory (Participants) | $32,842 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,032 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,534 | $64,286-40.1% | $90,970-57.6% | $73,412-47.5% |
| Participation rate | 64.1% | 63.6%+0.5pp | 69.0%-4.9pp | 72.2%-8.1pp |
| Annual return | 93.08% | 21.46%+71.6pp | 134.60%-41.5pp | 59.30%+33.8pp |
| Employer contribution / active EE | $1,698 | $895+89.8% | $2,122-20.0% | $2,234-24.0% |
| Participant deferral / active EE | $2,794 | $2,453+13.9% | $3,373-17.2% | $3,806-26.6% |
| Admin fee / account holder | $233 | $287-18.8% | $5,961-96.1% | $158+47.7% |