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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,273 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,627 | $78,607-64.9% | $105,624-73.8% | $74,478-62.9% |
| Participation rate | 53.6% | 72.8%-19.2pp | 75.3%-21.6pp | 67.2%-13.6pp |
| Annual return | 14.57% | 15.96%-1.4pp | 116.20%-101.6pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,178 | $2,523-53.3% | $3,168-62.8% | $2,626-55.1% |
| Participant deferral / active EE | $2,340 | $4,325-45.9% | $5,013-53.3% | $4,350-46.2% |
| Admin fee / account holder | $325 | $2,220-85.3% | $10,961-97.0% | $1,946-83.3% |