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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $662 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $566 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,512 | $57,281-74.7% | $86,612-83.2% | $75,163-80.7% |
| Participation rate | 33.3% | 63.2%-29.9pp | 71.7%-38.4pp | 67.2%-33.9pp |
| Annual return | 74.73% | 2670.75%-2596.0pp | 591.07%-516.3pp | 160.62%-85.9pp |
| Employer contribution / active EE | $44 | $2,314-98.1% | $3,022-98.5% | $2,670-98.4% |
| Participant deferral / active EE | $1,758 | $3,318-47.0% | $4,438-60.4% | $4,125-57.4% |
| Admin fee / account holder | $88 | $4,112-97.9% | $5,614-98.4% | $5,651-98.5% |