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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $32,103 |
BLEAKLEY FINANCIAL GROUP LLC3 years Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 26 · EIN 47-2523848 | Advisory (Participants) | $8,664 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,962 | $44,980-57.8% | $85,063-77.7% | $77,692-75.6% |
| Participation rate | 15.4% | 48.6%-33.3pp | 67.5%-52.1pp | 70.6%-55.2pp |
| Annual return | 11.55% | 79.13%-67.6pp | 66.54%-55.0pp | 31.25%-19.7pp |
| Employer contribution / active EE | $383 | $1,607-76.1% | $2,727-85.9% | $2,726-85.9% |
| Participant deferral / active EE | $707 | $2,804-74.8% | $4,523-84.4% | $4,648-84.8% |
| Admin fee / account holder | $269 | $911-70.5% | $6,155-95.6% | $431-37.6% |