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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $11,128 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,184 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,168 | $55,423-60.0% | $155,602-85.8% | $74,400-70.2% |
| Participation rate | 70.2% | 61.9%+8.3pp | 78.2%-8.0pp | 67.2%+3.0pp |
| Annual return | 10.44% | 269.07%-258.6pp | 64.81%-54.4pp | 1367.51%-1357.1pp |
| Employer contribution / active EE | $1,386 | $2,266-38.8% | $4,675-70.4% | $2,624-47.2% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $83 | $1,744-95.2% | $15,923-99.5% | $1,944-95.7% |