Filed May 6, 2021
Total covered: 13 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,164 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $5,090 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,797 | $50,902-86.6% | $155,534-95.6% | $77,736-91.3% |
| Participation rate | 69.4% | 63.1%+6.3pp | 78.2%-8.8pp | 70.6%-1.2pp |
| Annual return | 14.93% | 34.85%-19.9pp | 64.92%-50.0pp | 31.26%-16.3pp |
| Employer contribution / active EE | $362 | $1,991-81.8% | $4,675-92.3% | $2,728-86.7% |
| Participant deferral / active EE | $944 | $2,824-66.6% | $5,630-83.2% | $4,651-79.7% |
| Admin fee / account holder | $82 | $437-81.2% | $15,900-99.5% | $433-81.0% |