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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $89,202 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $12,054 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,278 | $52,188-36.2% | $86,640-61.6% | $74,460-55.3% |
| Participation rate | 93.8% | 66.3%+27.4pp | 71.7%+22.0pp | 70.7%+23.0pp |
| Annual return | 36.27% | 44.46%-8.2pp | 592.52%-556.2pp | 34.38%+1.9pp |
| Employer contribution / active EE | $2,445 | $2,282+7.1% | $3,024-19.2% | $2,638-7.3% |
| Participant deferral / active EE | $2,353 | $3,383-30.4% | $4,438-47.0% | $4,530-48.1% |
| Admin fee / account holder | $160 | $319-49.8% | $5,616-97.2% | $348-54.0% |