Filed August 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $6,683 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $1,216 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,798 | $101,539-81.5% | $147,041-87.2% | $74,400-74.7% |
| Participation rate | 72.4% | 75.5%-3.1pp | 82.2%-9.8pp | 67.2%+5.2pp |
| Annual return | 17.93% | 8740.84%-8722.9pp | 419.21%-401.3pp | 1367.51%-1349.6pp |
| Employer contribution / active EE | $6 | $3,811-99.8% | $4,935-99.9% | $2,624-99.8% |
| Participant deferral / active EE | $3,187 | $7,304-56.4% | $8,071-60.5% | $4,348-26.7% |
| Admin fee / account holder | $52 | $1,749-97.0% | $13,006-99.6% | $1,944-97.3% |