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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $682 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $624 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,496 | $58,311-71.7% | $81,882-79.9% | $80,959-79.6% |
| Participation rate | 34.1% | 63.5%-29.4pp | 72.4%-38.3pp | 67.7%-33.6pp |
| Annual return | 11.95% | 41.85%-29.9pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,137 | $3,287-4.6% | $4,323-27.4% | $4,300-27.1% |
| Admin fee / account holder | $102 | $4,752-97.9% | $7,360-98.6% | $6,925-98.5% |