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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $79 |
INSPERITY RETIREMENT SERVICES1+ years Service code 15 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,677 | $54,674-73.2% | $76,089-80.7% | $74,429-80.3% |
| Participation rate | 58.6% | 60.3%-1.7pp | 69.1%-10.5pp | 67.2%-8.6pp |
| Annual return | 0.00% | 31.89%-31.9pp | 360.94%-360.9pp | 1368.38%-1368.4pp |
| Employer contribution / active EE | $650 | $1,781-63.5% | $2,690-75.8% | $2,625-75.2% |
| Participant deferral / active EE | $1,406 | $3,071-54.2% | $4,259-67.0% | $4,348-67.7% |
| Admin fee / account holder | $1 | $2,238-99.9% | $6,418-100.0% | $1,944-99.9% |