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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,006 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,145 | $101,499-76.2% | $147,005-83.6% | $74,546-67.6% |
| Participation rate | 59.7% | 75.5%-15.8pp | 82.2%-22.5pp | 67.2%-7.5pp |
| Annual return | 13.85% | 8732.34%-8718.5pp | 418.76%-404.9pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $1,047 | $3,811-72.5% | $4,934-78.8% | $2,624-60.1% |
| Participant deferral / active EE | $3,153 | $7,304-56.8% | $8,070-60.9% | $4,347-27.5% |
| Admin fee / account holder | $281 | $1,748-83.9% | $13,006-97.8% | $1,944-85.6% |