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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $93,775 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,799 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,985 | $50,820-50.8% | $155,567-83.9% | $77,671-67.8% |
| Participation rate | 80.4% | 63.1%+17.3pp | 78.2%+2.2pp | 70.6%+9.8pp |
| Annual return | 13.74% | 34.85%-21.1pp | 64.74%-51.0pp | 31.21%-17.5pp |
| Employer contribution / active EE | $1,460 | $1,993-26.7% | $4,674-68.8% | $2,726-46.4% |
| Participant deferral / active EE | $1,746 | $2,823-38.1% | $5,628-69.0% | $4,648-62.4% |
| Admin fee / account holder | $157 | $436-64.0% | $15,916-99.0% | $430-63.5% |