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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $3,371 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $958 |
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 | $128,819 | $332,085-61.2% | $149,696-13.9% | - |
| Participation rate | 100.0% | 60.9%+39.1pp | 78.8%+21.2pp | - |
| Annual return | 13.71% | 51.60%-37.9pp | 134.46%-120.7pp | - |
| Employer contribution / active EE | $7,257 | $2,795+159.6% | $4,821+50.5% | - |
| Participant deferral / active EE | $4,833 | $2,947+64.0% | $5,682-14.9% | - |
| Admin fee / account holder | $625 | $47,995-98.7% | $13,212-95.3% | - |