Filed September 21, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: HOHIMER WEALTH MANAGEMENT Service code 26 · EIN 83-2676110 | Advisory (Participants) | $21,816 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,909 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,902 | $89,093-35.0% | $102,434-43.5% | $77,736-25.5% |
| Participation rate | 44.9% | 80.9%-36.0pp | 76.5%-31.6pp | 70.6%-25.7pp |
| Annual return | 15.48% | 25.03%-9.6pp | 29.46%-14.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $1,657 | $2,699-38.6% | $3,023-45.2% | $2,728-39.3% |
| Participant deferral / active EE | $3,160 | $5,147-38.6% | $5,055-37.5% | $4,651-32.1% |
| Admin fee / account holder | $220 | $236-6.7% | $9,462-97.7% | $433-49.2% |