Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,461 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $12,797 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,602 | $55,457-79.1% | $76,119-84.8% | $77,736-85.1% |
| Participation rate | 86.3% | 63.6%+22.7pp | 69.1%+17.2pp | 70.6%+15.7pp |
| Annual return | 12.19% | 17.09%-4.9pp | 361.25%-349.1pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,539 | $1,792-14.1% | $2,693-42.8% | $2,728-43.6% |
| Participant deferral / active EE | $3,148 | $3,454-8.9% | $4,259-26.1% | $4,651-32.3% |
| Admin fee / account holder | $259 | $411-37.0% | $6,421-96.0% | $433-40.3% |