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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $28,094 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $2,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,658 | $50,902-57.5% | $155,534-86.1% | $77,736-72.1% |
| Participation rate | 48.9% | 63.1%-14.2pp | 78.2%-29.3pp | 70.6%-21.7pp |
| Annual return | 17.00% | 34.85%-17.8pp | 64.92%-47.9pp | 31.26%-14.3pp |
| Employer contribution / active EE | $413 | $1,991-79.3% | $4,675-91.2% | $2,728-84.9% |
| Participant deferral / active EE | $593 | $2,824-79.0% | $5,630-89.5% | $4,651-87.2% |
| Admin fee / account holder | $139 | $437-68.1% | $15,900-99.1% | $433-67.8% |