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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 | $58,234-71.7% | $81,783-79.8% | $80,874-79.6% |
| Participation rate | 34.1% | 63.4%-29.3pp | 72.4%-38.3pp | 67.6%-33.6pp |
| Annual return | 11.95% | 41.70%-29.8pp | 775.05%-763.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,137 | $3,283-4.4% | $4,320-27.4% | $4,297-27.0% |
| Admin fee / account holder | $102 | $4,982-98.0% | $7,380-98.6% | $6,935-98.5% |