Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Claims processing; Account maintenanc... | $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 | $30,421-85.6% | $56,077-92.2% | $74,429-94.1% |
| Participation rate | 90.2% | 32.9%+57.4pp | 52.5%+37.7pp | 67.2%+23.0pp |
| Annual return | 14.72% | 24.94%-10.2pp | 1709.28%-1694.6pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $908 | $610+49.0% | $1,040-12.7% | $2,625-65.4% |
| Participant deferral / active EE | $813 | $1,175-30.8% | $1,954-58.4% | $4,348-81.3% |
| Admin fee / account holder | $22 | $2,363-99.1% | $2,825-99.2% | $1,944-98.9% |