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| Provider | Service type | Compensation |
|---|---|---|
CHOICE WEALTH ADVISORS1 year Service code 26 | Advisory (Participants) | $4,236 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,012 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 | Advisory (Participants) | $483 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,713 | $65,118-88.2% | $76,767-90.0% | $55,725-86.2% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.0%-27.0pp | 70.9%-20.9pp |
| Annual return | -2.06% | -1.27%-0.8pp | 2.43%-4.5pp | 244.93%-247.0pp |
| Employer contribution / active EE | $835 | $1,941-57.0% | $2,485-66.4% | $2,078-59.8% |
| Participant deferral / active EE | $1,075 | $3,688-70.8% | $3,852-72.1% | $3,356-68.0% |
| Admin fee / account holder | $120 | $116+3.3% | $6,675-98.2% | $115+4.0% |