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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $9,545 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,651 | $47,163-54.1% | $149,696-85.5% | $74,460-70.9% |
| Participation rate | 82.6% | 63.4%+19.2pp | 78.8%+3.8pp | 70.7%+11.9pp |
| Annual return | 15.16% | 22.75%-7.6pp | 134.46%-119.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,362 | $1,907-28.6% | $4,821-71.7% | $2,638-48.4% |
| Participant deferral / active EE | $1,651 | $2,730-39.5% | $5,682-70.9% | $4,530-63.5% |
| Admin fee / account holder | $64 | $343-81.3% | $13,212-99.5% | $348-81.5% |