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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $296 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,378 | $30,423-85.6% | $56,025-92.2% | $74,478-94.1% |
| Participation rate | 90.2% | 32.9%+57.4pp | 52.5%+37.7pp | 67.2%+23.0pp |
| Annual return | 14.72% | 24.97%-10.2pp | 1712.69%-1698.0pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $908 | $610+48.8% | $1,042-12.8% | $2,626-65.4% |
| Participant deferral / active EE | $813 | $1,176-30.9% | $1,955-58.4% | $4,350-81.3% |
| Admin fee / account holder | $22 | $2,363-99.1% | $2,828-99.2% | $1,946-98.9% |