Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 49 · EIN 11-2551174 | Other Services | $9,120 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,764 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $34,857 | $122,063-71.4% | $184,256-81.1% | $74,478-53.2% |
| Participation rate | 80.4% | 85.5%-5.1pp | 86.8%-6.5pp | 67.2%+13.2pp |
| Annual return | 11.78% | 19.92%-8.1pp | 28.85%-17.1pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $1,135 | $4,539-75.0% | $6,427-82.3% | $2,626-56.8% |
| Participant deferral / active EE | $2,474 | $7,144-65.4% | $9,133-72.9% | $4,350-43.1% |
| Admin fee / account holder | $53 | $1,253-95.8% | $13,899-99.6% | $1,946-97.3% |