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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,651 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $10,689 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,493 | $77,574+162.3% | $108,753+87.1% | $86,983+133.9% |
| Participation rate | 80.3% | 62.3%+18.0pp | 71.1%+9.2pp | 69.5%+10.7pp |
| Annual return | 10.34% | 18.42%-8.1pp | 37.47%-27.1pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,492 | $3,128+235.4% | $4,115+155.0% | $4,194+150.2% |
| Admin fee / account holder | $138 | $6,529-97.9% | $10,320-98.7% | $7,856-98.2% |