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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 | $55,446+153.8% | $155,574-9.5% | $74,429+89.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.19% | 269.20%-258.0pp | 64.87%-53.7pp | 1368.38%-1357.2pp |
| Employer contribution / active EE | $1,588 | $2,266-29.9% | $4,676-66.0% | $2,625-39.5% |
| Participant deferral / active EE | $4,314 | $2,836+52.1% | $5,629-23.4% | $4,348-0.8% |
| Admin fee / account holder | $768 | $1,743-56.0% | $15,914-95.2% | $1,944-60.5% |