Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $16,282 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $839 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,401 | $50,919-36.4% | $155,556-79.2% | $77,762-58.3% |
| Participation rate | 52.6% | 63.1%-10.5pp | 78.2%-25.7pp | 70.6%-18.0pp |
| Annual return | 13.93% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $286 | $1,991-85.7% | $4,675-93.9% | $2,728-89.5% |
| Participant deferral / active EE | $1,189 | $2,824-57.9% | $5,631-78.9% | $4,651-74.4% |
| Admin fee / account holder | $136 | $437-68.9% | $15,885-99.1% | $433-68.6% |