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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $13,559 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,030 | $42,910-39.3% | $60,919-57.3% | $68,490-62.0% |
| Participation rate | 54.9% | 66.8%-11.8pp | 73.1%-18.2pp | 67.9%-13.0pp |
| Annual return | -18.01% | -13.99%-4.0pp | 16.96%-35.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $1,432 | $1,978-27.6% | $2,704-47.0% | $2,597-44.9% |
| Participant deferral / active EE | $4,099 | $2,866+43.0% | $3,814+7.5% | $4,028+1.8% |
| Admin fee / account holder | $250 | $3,104-92.0% | $3,228-92.3% | $5,403-95.4% |