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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 1299 OCEAN AVE STE 700 · SANTA MONICA, CA 90401 | Advisory (Participants) | $190 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $45 |
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.
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 | $25,616 | $58,726-56.4% | $92,240-72.2% | $62,293-58.9% |
| Participation rate | 59.0% | 68.3%-9.3pp | 76.5%-17.5pp | 69.5%-10.5pp |
| Annual return | 20.30% | 43.62%-23.3pp | 176.29%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $372 | $2,392-84.4% | $3,680-89.9% | $2,042-81.8% |
| Participant deferral / active EE | $1,789 | $2,766-35.3% | $3,897-54.1% | $3,169-43.5% |
| Admin fee / account holder | $114 | $556-79.5% | $5,194-97.8% | $479-76.2% |