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| Provider | Service type | Compensation |
|---|---|---|
MBL WEALTH LLC2 years Service code 26 · EIN 92-5275536 | Advisory (Participants) | $41,541 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,836 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,323 |
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 | $39,012 | $50,956-23.4% | $96,575-59.6% | $86,813-55.1% |
| Participation rate | 66.3% | 65.2%+1.1pp | 69.8%-3.5pp | 72.3%-5.9pp |
| Annual return | 15.80% | 21.27%-5.5pp | 37.79%-22.0pp | 97.93%-82.1pp |
| Employer contribution / active EE | $1,434 | $1,111+29.1% | $2,357-39.2% | $2,406-40.4% |
| Participant deferral / active EE | $2,872 | $2,954-2.8% | $3,849-25.4% | $4,131-30.5% |
| Admin fee / account holder | $250 | $166+50.6% | $6,182-96.0% | $170+47.4% |