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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 16 | Consulting | $4,174 |
INSPERITY RETIREMENT SERVICES3+ years Service code 15 | Recordkeeping | $2,825 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,250 | $106,264-72.5% | $147,117-80.1% | $77,762-62.4% |
| Participation rate | 30.2% | 78.4%-48.3pp | 82.2%-52.0pp | 70.6%-40.4pp |
| Annual return | 13.42% | 56.94%-43.5pp | 420.54%-407.1pp | 31.27%-17.8pp |
| Employer contribution / active EE | $895 | $4,074-78.0% | $4,932-81.9% | $2,728-67.2% |
| Participant deferral / active EE | $1,833 | $8,003-77.1% | $8,065-77.3% | $4,651-60.6% |
| Admin fee / account holder | $23 | $334-93.2% | $12,993-99.8% | $433-94.7% |