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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,519 |
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,374 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,530 | $61,391-45.4% | $149,723-77.6% | $71,529-53.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.56% | 35.88%-17.3pp | 134.50%-115.9pp | 28.97%-10.4pp |
| Employer contribution / active EE | $1,586 | $2,384-33.5% | $4,821-67.1% | $2,590-38.8% |
| Participant deferral / active EE | $2,480 | $2,921-15.1% | $5,682-56.3% | $4,291-42.2% |
| Admin fee / account holder | $50 | $1,264-96.1% | $13,215-99.6% | $1,588-96.9% |