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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $27,924 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $760 |
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 | $37,339 | $41,016-9.0% | $152,093-75.4% | $64,097-41.7% |
| Participation rate | 55.7% | 51.3%+4.3pp | 77.8%-22.1pp | 55.2%+0.5pp |
| Annual return | 12.50% | 39.60%-27.1pp | 66.36%-53.9pp | 34.64%-22.1pp |
| Employer contribution / active EE | $816 | $1,342-39.2% | $4,175-80.4% | $1,891-56.9% |
| Participant deferral / active EE | $2,205 | $1,927+14.4% | $5,451-59.6% | $3,080-28.4% |
| Admin fee / account holder | $252 | $2,305-89.1% | $14,497-98.3% | $3,454-92.7% |