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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $237 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,462 | $39,948-61.3% | $89,414-82.7% | $73,412-78.9% |
| Participation rate | 8.3% | 50.4%-42.2pp | 68.0%-59.7pp | 72.2%-63.9pp |
| Annual return | 158.48% | 50.12%+108.4pp | 245.50%-87.0pp | 59.30%+99.2pp |
| Employer contribution / active EE | $151 | $1,200-87.4% | $2,586-94.2% | $2,234-93.2% |
| Participant deferral / active EE | $358 | $2,193-83.7% | $3,890-90.8% | $3,806-90.6% |
| Admin fee / account holder | $8 | $134-93.9% | $4,883-99.8% | $158-94.8% |