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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $157,817 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE SUITE 700 · SANTA MONICA, CA 90401 | Named fiduciary | $22,545 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,813 | $50,151-44.5% | $149,696-81.4% | $80,157-65.3% |
| Participation rate | 89.0% | 64.3%+24.7pp | 78.8%+10.2pp | 72.9%+16.1pp |
| Annual return | 17.67% | 29.80%-12.1pp | 134.46%-116.8pp | 40.39%-22.7pp |
| Employer contribution / active EE | $1,588 | $1,867-14.9% | $4,821-67.1% | $2,977-46.7% |
| Participant deferral / active EE | $2,271 | $3,194-28.9% | $5,682-60.0% | $5,015-54.7% |
| Admin fee / account holder | $119 | $153-22.1% | $13,212-99.1% | $145-18.0% |