Filed March 31, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $93,802 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $9,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,214 | $52,960-42.9% | $86,640-65.1% | $80,157-62.3% |
| Participation rate | 42.5% | 62.4%-19.9pp | 71.7%-29.2pp | 72.9%-30.4pp |
| Annual return | 16.23% | 24.84%-8.6pp | 592.52%-576.3pp | 40.39%-24.2pp |
| Employer contribution / active EE | $1,099 | $2,138-48.6% | $3,024-63.7% | $2,977-63.1% |
| Participant deferral / active EE | $1,621 | $3,226-49.7% | $4,438-63.5% | $5,015-67.7% |
| Admin fee / account holder | $180 | $113+59.3% | $5,616-96.8% | $145+24.3% |