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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-2375265 | Recordkeeping | $7,945 |
Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $3,143 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,831 | $40,435-41.1% | $80,627-70.4% | $74,460-68.0% |
| Participation rate | 97.2% | 47.4%+49.8pp | 67.0%+30.2pp | 70.7%+26.4pp |
| Annual return | 29.26% | 165.19%-135.9pp | 936.76%-907.5pp | 34.38%-5.1pp |
| Employer contribution / active EE | $2,638 | $1,498+76.2% | $2,723-3.1% | $2,6380% |
| Participant deferral / active EE | $4,836 | $2,673+80.9% | $4,443+8.8% | $4,530+6.8% |
| Admin fee / account holder | $37 | $721-94.8% | $5,381-99.3% | $348-89.3% |