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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $18,035 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,147 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,514 | $55,437-41.3% | $155,534-79.1% | $74,459-56.3% |
| Participation rate | 62.8% | 61.9%+0.9pp | 78.2%-15.4pp | 67.2%-4.4pp |
| Annual return | 14.89% | 269.58%-254.7pp | 64.92%-50.0pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $228 | $2,266-89.9% | $4,675-95.1% | $2,626-91.3% |
| Participant deferral / active EE | $1,539 | $2,837-45.8% | $5,630-72.7% | $4,350-64.6% |
| Admin fee / account holder | $259 | $1,742-85.1% | $15,900-98.4% | $1,945-86.7% |