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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $828 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $27 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,099 | $69,774-78.4% | $67,561-77.7% | $74,429-79.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 13.56% | -40.53%+54.1pp | 3525.44%-3511.9pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,121 | $2,710-58.6% | $2,735-59.0% | $2,625-57.3% |
| Participant deferral / active EE | $658 | $3,636-81.9% | $4,003-83.6% | $4,348-84.9% |
| Admin fee / account holder | $29 | $890-96.7% | $4,006-99.3% | $1,944-98.5% |