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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $191,598 |
Filed as: WILSHIRE ASSOCIATES Service code 31 435 HUDSON ST STE 803 · NEW YORK, NY 10014 | Named fiduciary | $6,920 |
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 | $24,388 | $53,204-54.2% | $155,556-84.3% | $200,096-87.8% |
| Participation rate | 81.0% | 64.1%+16.9pp | 78.2%+2.8pp | 72.0%+9.0pp |
| Annual return | 13.91% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.4pp |
| Employer contribution / active EE | $1,161 | $1,850-37.2% | $4,675-75.2% | $3,038-61.8% |
| Participant deferral / active EE | $3,555 | $3,163+12.4% | $5,631-36.9% | $5,090-30.2% |
| Admin fee / account holder | $124 | $186-33.0% | $15,885-99.2% | $269-53.8% |