Filed March 31, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $675 |
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.
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 | $18,649 | $66,319-71.9% | $93,614-80.1% | $65,185-71.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 3.70% | 42.59%-38.9pp | 32.76%-29.1pp | 29.38%-25.7pp |
| Employer contribution / active EE | $1,531 | $2,013-23.9% | $2,718-43.7% | $2,177-29.7% |
| Participant deferral / active EE | $2,409 | $3,343-27.9% | $4,069-40.8% | $3,514-31.5% |
| Admin fee / account holder | $181 | $6,900-97.4% | $7,889-97.7% | $847-78.6% |