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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,511 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,405 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,897 | $122,239-69.8% | $184,200-80.0% | $74,546-50.5% |
| Participation rate | 64.9% | 85.5%-20.6pp | 86.8%-21.9pp | 67.2%-2.3pp |
| Annual return | 20.14% | 19.95%+0.2pp | 28.80%-8.7pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $1,795 | $4,537-60.4% | $6,424-72.1% | $2,624-31.6% |
| Participant deferral / active EE | $3,221 | $7,139-54.9% | $9,132-64.7% | $4,347-25.9% |
| Admin fee / account holder | $240 | $1,260-81.0% | $13,907-98.3% | $1,944-87.7% |