Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $82,170 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $8,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,100 | $43,236-41.9% | $82,744-69.7% | $77,906-67.8% |
| Participation rate | 39.3% | 64.2%-24.9pp | 72.6%-33.2pp | 73.7%-34.4pp |
| Annual return | -12.47% | 2.40%-14.9pp | 702.22%-714.7pp | 12.16%-24.6pp |
| Employer contribution / active EE | $1,087 | $1,924-43.5% | $3,008-63.9% | $2,846-61.8% |
| Participant deferral / active EE | $1,623 | $3,069-47.1% | $4,395-63.1% | $4,805-66.2% |
| Admin fee / account holder | $174 | $102+69.4% | $5,325-96.7% | $133+30.9% |