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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $131,702 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,391 | $51,878-8.6% | $68,368-30.7% | $79,634-40.5% |
| Participation rate | 96.3% | 53.7%+42.6pp | 73.8%+22.6pp | 62.5%+33.8pp |
| Annual return | 14.11% | 137.43%-123.3pp | 292.57%-278.5pp | 36.46%-22.3pp |
| Employer contribution / active EE | $2,002 | $1,931+3.7% | $2,649-24.4% | $2,529-20.8% |
| Participant deferral / active EE | $2,407 | $2,577-6.6% | $4,123-41.6% | $3,835-37.2% |
| Admin fee / account holder | $230 | $942-75.6% | $5,150-95.5% | $1,002-77.0% |