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| Provider | Service type | Compensation |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES, INC. (USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $2,547 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,042 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,793 | $55,446+150.3% | $155,574-10.8% | $74,429+86.5% |
| Participation rate | 78.3% | 61.9%+16.4pp | 78.2%+0.1pp | 67.2%+11.1pp |
| Annual return | 29.02% | 269.20%-240.2pp | 64.87%-35.8pp | 1368.38%-1339.4pp |
| Employer contribution / active EE | $1,803 | $2,266-20.4% | $4,676-61.4% | $2,625-31.3% |
| Participant deferral / active EE | $4,535 | $2,836+59.9% | $5,629-19.4% | $4,348+4.3% |
| Admin fee / account holder | $405 | $1,743-76.8% | $15,914-97.5% | $1,944-79.2% |