Filed October 11, 2023
Total covered: 60 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,680 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,839 | $85,766+4.7% | $136,297-34.1% | $70,131+28.1% |
| Participation rate | 89.5% | 74.2%+15.3pp | 81.9%+7.6pp | 69.5%+19.9pp |
| Annual return | 17.75% | 31.45%-13.7pp | 5156.16%-5138.4pp | 73.14%-55.4pp |
| Employer contribution / active EE | $2,509 | $2,966-15.4% | $4,696-46.6% | $2,342+7.1% |
| Participant deferral / active EE | $5,322 | $5,051+5.4% | $6,247-14.8% | $3,332+59.7% |
| Admin fee / account holder | $419 | $5,420-92.3% | $9,244-95.5% | $4,645-91.0% |