Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,911 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,665 | $90,397-62.8% | $76,002-55.7% | $145,959-76.9% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.1%+12.7pp | 80.3%+1.5pp |
| Annual return | 26.94% | 621.97%-595.0pp | 360.07%-333.1pp | 561.95%-535.0pp |
| Employer contribution / active EE | $40,398 | $3,317+1117.8% | $2,688+1402.8% | $4,661+766.8% |
| Participant deferral / active EE | $69,371 | $5,163+1243.5% | $4,257+1529.7% | $6,689+937.2% |
| Admin fee / account holder | $336 | $8,369-96.0% | $6,414-94.8% | $13,398-97.5% |