Filed January 28, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $85,639 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $5,295 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,612 | $53,204-76.3% | $155,556-91.9% | $200,096-93.7% |
| Participation rate | 87.9% | 64.1%+23.8pp | 78.2%+9.7pp | 72.0%+15.9pp |
| Annual return | 21.79% | 41.02%-19.2pp | 64.84%-43.0pp | 34.26%-12.5pp |
| Employer contribution / active EE | $897 | $1,850-51.5% | $4,675-80.8% | $3,038-70.5% |
| Participant deferral / active EE | $1,912 | $3,163-39.5% | $5,631-66.0% | $5,090-62.4% |
| Admin fee / account holder | $79 | $186-57.4% | $15,885-99.5% | $269-70.6% |