Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $55,446-42.1% | $155,574-79.4% | $74,429-56.9% |
| Participation rate | 52.9% | 61.9%-9.0pp | 78.2%-25.3pp | 67.2%-14.3pp |
| Annual return | 12.52% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $708 | $2,266-68.8% | $4,676-84.9% | $2,625-73.0% |
| Participant deferral / active EE | $1,973 | $2,836-30.4% | $5,629-64.9% | $4,348-54.6% |
| Admin fee / account holder | $236 | $1,743-86.5% | $15,914-98.5% | $1,944-87.9% |