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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,083 |
Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVE · SANTA MONICA, CA 90401 | Advisory (Participants) | $881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,263 | $59,584-24.0% | $86,615-47.7% | $79,391-43.0% |
| Participation rate | 30.6% | 67.7%-37.1pp | 71.6%-41.1pp | 70.7%-40.1pp |
| Annual return | 11.52% | 23.15%-11.6pp | 63.51%-52.0pp | 116.88%-105.4pp |
| Employer contribution / active EE | $0 | $1,768-100.0% | $2,496-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,628 | $3,036-46.4% | $3,699-56.0% | $4,046-59.8% |
| Admin fee / account holder | $0 | $604-100.0% | $5,830-100.0% | $627-100.0% |