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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $850 |
Filed as: WILSHIRE ASSOCIATES Service code 26 · EIN 95-2755361 | Advisory (Participants) | $797 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,240 | $55,437-49.1% | $155,534-81.8% | $74,459-62.1% |
| Participation rate | 74.4% | 61.9%+12.5pp | 78.2%-3.9pp | 67.2%+7.1pp |
| Annual return | 18.13% | 269.58%-251.4pp | 64.92%-46.8pp | 1369.70%-1351.6pp |
| Employer contribution / active EE | $754 | $2,266-66.7% | $4,675-83.9% | $2,626-71.3% |
| Participant deferral / active EE | $2,821 | $2,837-0.6% | $5,630-49.9% | $4,350-35.1% |
| Admin fee / account holder | $224 | $1,742-87.2% | $15,900-98.6% | $1,945-88.5% |