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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,767 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $918 |
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 | $140,746 | $55,470+153.7% | $155,556-9.5% | $74,478+89.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.19% | 269.80%-258.6pp | 64.84%-53.6pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,588 | $2,267-29.9% | $4,675-66.0% | $2,626-39.5% |
| Participant deferral / active EE | $4,314 | $2,838+52.0% | $5,631-23.4% | $4,350-0.8% |
| Admin fee / account holder | $768 | $1,744-56.0% | $15,885-95.2% | $1,946-60.5% |