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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $114,673 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $15,496 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,196 | $65,960-45.1% | $81,882-55.8% | $77,762-53.5% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | 13.31% | 26.64%-13.3pp | 779.47%-766.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $1,930 | $2,375-18.7% | $2,916-33.8% | $2,728-29.2% |
| Participant deferral / active EE | $2,187 | $3,505-37.6% | $4,323-49.4% | $4,651-53.0% |
| Admin fee / account holder | $179 | $526-66.0% | $7,360-97.6% | $433-58.6% |