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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $20,399 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $658 |
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 | $32,107 | $55,437-42.1% | $155,534-79.4% | $74,459-56.9% |
| Participation rate | 52.9% | 61.9%-9.0pp | 78.2%-25.3pp | 67.2%-14.3pp |
| Annual return | 12.52% | 269.58%-257.1pp | 64.92%-52.4pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $708 | $2,266-68.8% | $4,675-84.9% | $2,626-73.0% |
| Participant deferral / active EE | $1,973 | $2,837-30.5% | $5,630-65.0% | $4,350-54.6% |
| Admin fee / account holder | $236 | $1,742-86.5% | $15,900-98.5% | $1,945-87.9% |