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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 | $36,002-45.3% | $161,489-87.8% | $64,728-69.6% |
| Participation rate | 33.0% | 57.4%-24.4pp | 78.7%-45.7pp | 57.9%-24.9pp |
| Annual return | 17.16% | 33.93%-16.8pp | 89.72%-72.6pp | 49.38%-32.2pp |
| Employer contribution / active EE | $450 | $1,380-67.4% | $4,268-89.5% | $2,243-79.9% |
| Participant deferral / active EE | $698 | $1,815-61.6% | $5,630-87.6% | $2,729-74.4% |
| Admin fee / account holder | $139 | $931-85.1% | $16,006-99.1% | $1,145-87.9% |