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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $5,529 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,354 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,058 | $72,303-80.6% | $86,698-83.8% | $64,819-78.3% |
| Participation rate | 63.3% | 80.4%-17.2pp | 76.6%-13.3pp | 71.5%-8.2pp |
| Annual return | -16.75% | 392.77%-409.5pp | 35.95%-52.7pp | 32.84%-49.6pp |
| Employer contribution / active EE | $1,374 | $2,393-42.6% | $2,837-51.6% | $2,507-45.2% |
| Participant deferral / active EE | $2,211 | $4,660-52.6% | $4,656-52.5% | $4,311-48.7% |
| Admin fee / account holder | $80 | $174-53.8% | $7,493-98.9% | $188-57.2% |