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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 P.O. BOX BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,391 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $765 |
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 | $25,753 | $105,248-75.5% | $147,318-82.5% | $71,012-63.7% |
| Participation rate | 17.2% | 66.1%-48.9pp | 82.1%-64.8pp | 58.6%-41.3pp |
| Annual return | 34.43% | 26.02%+8.4pp | 70.43%-36.0pp | 37.67%-3.2pp |
| Employer contribution / active EE | $484 | $3,785-87.2% | $4,593-89.5% | $2,348-79.4% |
| Participant deferral / active EE | $883 | $6,452-86.3% | $7,906-88.8% | $3,246-72.8% |
| Admin fee / account holder | $241 | $862-72.1% | $13,708-98.2% | $1,167-79.4% |