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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 | $55,423-81.7% | $155,602-93.5% | $74,400-86.4% |
| Participation rate | 67.6% | 61.9%+5.7pp | 78.2%-10.6pp | 67.2%+0.4pp |
| Annual return | 17.15% | 269.07%-251.9pp | 64.81%-47.7pp | 1367.51%-1350.4pp |
| Employer contribution / active EE | $206 | $2,266-90.9% | $4,675-95.6% | $2,624-92.1% |
| Participant deferral / active EE | $893 | $2,835-68.5% | $5,629-84.1% | $4,348-79.5% |
| Admin fee / account holder | $122 | $1,744-93.0% | $15,923-99.2% | $1,944-93.7% |