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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $19,269 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,294 |
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 | $35,822 | $76,407-53.1% | $150,298-76.2% | $82,448-56.6% |
| Participation rate | 60.0% | 66.4%-6.4pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | 14.02% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.6pp |
| Employer contribution / active EE | $517 | $2,614-80.2% | $4,154-87.6% | $2,551-79.7% |
| Participant deferral / active EE | $1,895 | $3,214-41.1% | $5,453-65.3% | $4,139-54.2% |
| Admin fee / account holder | $193 | $6,352-97.0% | $14,116-98.6% | $7,234-97.3% |