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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $2,497 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $81 |
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 | $28,906 | $62,177-53.5% | $81,370-64.5% | $74,478-61.2% |
| Participation rate | 84.4% | 64.1%+20.3pp | 69.5%+14.8pp | 67.2%+17.2pp |
| Annual return | 14.56% | 16.62%-2.1pp | 24.85%-10.3pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $3,603 | $1,881+91.5% | $2,464+46.2% | $2,626+37.2% |
| Participant deferral / active EE | $5,842 | $3,219+81.5% | $3,885+50.4% | $4,350+34.3% |
| Admin fee / account holder | $214 | $1,927-88.9% | $5,749-96.3% | $1,946-89.0% |