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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $27,461 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,389 | $52,188-47.5% | $86,640-68.4% | $74,460-63.2% |
| Participation rate | 64.7% | 66.3%-1.6pp | 71.7%-7.0pp | 70.7%-6.0pp |
| Annual return | 19.05% | 44.46%-25.4pp | 592.52%-573.5pp | 34.38%-15.3pp |
| Employer contribution / active EE | $753 | $2,282-67.0% | $3,024-75.1% | $2,638-71.5% |
| Participant deferral / active EE | $876 | $3,383-74.1% | $4,438-80.3% | $4,530-80.7% |
| Admin fee / account holder | $139 | $319-56.4% | $5,616-97.5% | $348-60.1% |