Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $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 | $50,919-50.9% | $155,556-83.9% | $77,762-67.9% |
| Participation rate | 80.4% | 63.1%+17.3pp | 78.2%+2.2pp | 70.6%+9.8pp |
| Annual return | 13.74% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $1,460 | $1,991-26.7% | $4,675-68.8% | $2,728-46.5% |
| Participant deferral / active EE | $1,746 | $2,824-38.2% | $5,631-69.0% | $4,651-62.4% |
| Admin fee / account holder | $157 | $437-64.0% | $15,885-99.0% | $433-63.7% |