Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $66,004-45.2% | $81,820-55.8% | $77,714-53.4% |
| Participation rate | 94.9% | 65.8%+29.1pp | 72.4%+22.5pp | 70.6%+24.3pp |
| Annual return | 13.31% | 26.65%-13.3pp | 777.93%-764.6pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,930 | $2,375-18.7% | $2,915-33.8% | $2,727-29.2% |
| Participant deferral / active EE | $2,187 | $3,508-37.6% | $4,323-49.4% | $4,649-53.0% |
| Admin fee / account holder | $179 | $527-66.0% | $7,391-97.6% | $433-58.7% |