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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,128 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,256 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,642 | $36,002-56.6% | $161,489-90.3% | $64,728-75.8% |
| Participation rate | 35.7% | 57.4%-21.7pp | 78.7%-43.0pp | 57.9%-22.2pp |
| Annual return | 14.11% | 33.93%-19.8pp | 89.72%-75.6pp | 49.38%-35.3pp |
| Employer contribution / active EE | $896 | $1,380-35.1% | $4,268-79.0% | $2,243-60.1% |
| Participant deferral / active EE | $606 | $1,815-66.6% | $5,630-89.2% | $2,729-77.8% |
| Admin fee / account holder | $176 | $931-81.1% | $16,006-98.9% | $1,145-84.7% |