Filed February 10, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOICATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,035 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,279 | $138,347-56.4% | $184,203-67.3% | $80,856-25.4% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 10.79% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $5,463 | $4,850+12.6% | $6,427-15.0% | $2,755+98.3% |
| Participant deferral / active EE | $2,299 | $7,071-67.5% | $9,131-74.8% | $4,296-46.5% |
| Admin fee / account holder | $338 | $10,483-96.8% | $13,901-97.6% | $6,918-95.1% |