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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $14,118 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,124 | $61,338-55.8% | $149,717-81.9% | $71,495-62.1% |
| Participation rate | 59.4% | 62.5%-3.1pp | 78.8%-19.4pp | 67.9%-8.5pp |
| Annual return | 12.42% | 35.86%-23.4pp | 134.41%-122.0pp | 28.85%-16.4pp |
| Employer contribution / active EE | $584 | $2,381-75.5% | $4,820-87.9% | $2,589-77.5% |
| Participant deferral / active EE | $1,841 | $2,919-36.9% | $5,682-67.6% | $4,291-57.1% |
| Admin fee / account holder | $179 | $1,263-85.8% | $13,213-98.6% | $1,588-88.7% |