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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 | $45,343-17.7% | $150,298-75.2% | $67,986-45.1% |
| Participation rate | 55.7% | 51.9%+3.8pp | 77.8%-22.1pp | 57.2%-1.5pp |
| Annual return | 12.50% | 33.28%-20.8pp | 62.79%-50.3pp | 31.67%-19.2pp |
| Employer contribution / active EE | $816 | $1,462-44.2% | $4,154-80.4% | $2,019-59.6% |
| Participant deferral / active EE | $2,205 | $2,055+7.3% | $5,453-59.6% | $3,358-34.3% |
| Admin fee / account holder | $252 | $2,250-88.8% | $14,116-98.2% | $3,203-92.1% |