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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $0 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218 | $86,692-99.7% | $119,634-99.8% | $66,949-99.7% |
| Participation rate | 41.9% | 75.6%-33.7pp | 79.3%-37.4pp | 69.8%-27.9pp |
| Annual return | 0.00% | -8.00%+8.0pp | -14.98%+15.0pp | 1.57%-1.6pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $119 | $4,360-97.3% | $5,601-97.9% | $4,239-97.2% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |