Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $106,584 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $12,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,014 | $55,694-37.1% | $81,882-57.2% | $200,096-82.5% |
| Participation rate | 41.7% | 62.7%-21.0pp | 72.4%-30.7pp | 72.0%-30.3pp |
| Annual return | 15.03% | 19.59%-4.6pp | 779.47%-764.4pp | 34.26%-19.2pp |
| Employer contribution / active EE | $1,068 | $2,114-49.5% | $2,916-63.4% | $3,038-64.8% |
| Participant deferral / active EE | $1,608 | $3,299-51.3% | $4,323-62.8% | $5,090-68.4% |
| Admin fee / account holder | $196 | $348-43.6% | $7,360-97.3% | $269-27.1% |