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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 | $76,834+164.8% | $108,359+87.8% | $87,485+132.6% |
| Participation rate | 80.3% | 61.7%+18.5pp | 70.1%+10.1pp | 68.9%+11.3pp |
| Annual return | 10.34% | 19.09%-8.8pp | 36.89%-26.6pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,492 | $3,100+238.4% | $4,137+153.6% | $4,274+145.5% |
| Admin fee / account holder | $138 | $6,537-97.9% | $9,741-98.6% | $7,775-98.2% |