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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 | $54,558-73.1% | $76,002-80.7% | $74,546-80.3% |
| Participation rate | 58.6% | 60.3%-1.7pp | 69.1%-10.5pp | 67.2%-8.6pp |
| Annual return | 0.00% | 31.83%-31.8pp | 360.07%-360.1pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $650 | $1,778-63.4% | $2,688-75.8% | $2,624-75.2% |
| Participant deferral / active EE | $1,406 | $3,065-54.1% | $4,257-67.0% | $4,347-67.6% |
| Admin fee / account holder | $1 | $2,232-99.9% | $6,414-100.0% | $1,944-99.9% |