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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,160 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $814 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,151 | $55,437-81.7% | $155,534-93.5% | $74,459-86.4% |
| Participation rate | 67.6% | 61.9%+5.7pp | 78.2%-10.6pp | 67.2%+0.4pp |
| Annual return | 17.15% | 269.58%-252.4pp | 64.92%-47.8pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $206 | $2,266-90.9% | $4,675-95.6% | $2,626-92.2% |
| Participant deferral / active EE | $893 | $2,837-68.5% | $5,630-84.1% | $4,350-79.5% |
| Admin fee / account holder | $122 | $1,742-93.0% | $15,900-99.2% | $1,945-93.8% |