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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $15,123 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $488 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,708 | $46,464-57.6% | $150,298-86.9% | $79,634-75.3% |
| Participation rate | 33.0% | 57.0%-24.0pp | 77.8%-44.8pp | 62.5%-29.5pp |
| Annual return | 17.16% | 27.89%-10.7pp | 62.79%-45.6pp | 36.46%-19.3pp |
| Employer contribution / active EE | $450 | $1,512-70.2% | $4,154-89.2% | $2,529-82.2% |
| Participant deferral / active EE | $698 | $2,157-67.7% | $5,453-87.2% | $3,835-81.8% |
| Admin fee / account holder | $139 | $891-84.4% | $14,116-99.0% | $1,002-86.2% |