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 | $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 | $55,472-60.0% | $155,567-85.8% | $74,546-70.3% |
| Participation rate | 70.2% | 61.9%+8.3pp | 78.2%-8.0pp | 67.2%+3.0pp |
| Annual return | 10.44% | 268.72%-258.3pp | 64.74%-54.3pp | 1366.03%-1355.6pp |
| Employer contribution / active EE | $1,386 | $2,269-38.9% | $4,674-70.3% | $2,624-47.2% |
| Participant deferral / active EE | $0 | $2,838-100.0% | $5,628-100.0% | $4,347-100.0% |
| Admin fee / account holder | $83 | $1,743-95.2% | $15,916-99.5% | $1,944-95.7% |