Filed February 15, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $60,288 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $4,004 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,799 | $140,800-90.9% | $89,340-85.7% | $79,634-83.9% |
| Participation rate | 96.4% | 61.9%+34.4pp | 69.6%+26.8pp | 62.5%+33.9pp |
| Annual return | 23.31% | 17.84%+5.5pp | 20.57%+2.7pp | 36.46%-13.2pp |
| Employer contribution / active EE | $923 | $2,021-54.3% | $2,231-58.7% | $2,529-63.5% |
| Participant deferral / active EE | $2,026 | $3,219-37.1% | $3,823-47.0% | $3,835-47.2% |
| Admin fee / account holder | $86 | $1,610-94.7% | $6,704-98.7% | $1,002-91.5% |