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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,576 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,094 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,613 | $80,781-73.2% | $102,437-78.9% | $74,478-71.0% |
| Participation rate | 54.9% | 65.7%-10.8pp | 74.5%-19.6pp | 67.2%-12.3pp |
| Annual return | 9.94% | 27.58%-17.6pp | 24.95%-15.0pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $1,065 | $3,160-66.3% | $3,871-72.5% | $2,626-59.4% |
| Participant deferral / active EE | $1,663 | $3,862-56.9% | $5,060-67.1% | $4,350-61.8% |
| Admin fee / account holder | $359 | $2,372-84.9% | $8,388-95.7% | $1,946-81.5% |