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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $211 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,354 | $63,114-78.8% | $92,909-85.6% | $65,185-79.5% |
| Participation rate | 60.8% | 68.8%-8.0pp | 76.0%-15.2pp | 70.2%-9.4pp |
| Annual return | 24.27% | 28.75%-4.5pp | 109.44%-85.2pp | 29.38%-5.1pp |
| Employer contribution / active EE | $821 | $2,571-68.1% | $3,653-77.5% | $2,177-62.3% |
| Participant deferral / active EE | $1,251 | $3,108-59.8% | $4,238-70.5% | $3,514-64.4% |
| Admin fee / account holder | $129 | $624-79.3% | $5,795-97.8% | $847-84.8% |