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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE ADVISOR GROUP LLC4+ years Filed as: PRIVATE ADVISOR GROUP, LLC Service code 26 · EIN 27-3463733 | Advisory (Participants) | $5,193 |
Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 26 · EIN 47-2523848 | Advisory (Participants) | $1,728 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $575 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $277 |
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 | $12,184 | $34,634-64.8% | $77,096-84.2% | $64,819-81.2% |
| Participation rate | 9.8% | 49.8%-40.0pp | 67.9%-58.1pp | 71.5%-61.7pp |
| Annual return | -17.13% | -5.31%-11.8pp | 42.35%-59.5pp | 32.84%-50.0pp |
| Employer contribution / active EE | $399 | $1,385-71.2% | $2,814-85.8% | $2,507-84.1% |
| Participant deferral / active EE | $808 | $2,553-68.3% | $4,429-81.8% | $4,311-81.3% |
| Admin fee / account holder | $205 | $178+14.9% | $5,428-96.2% | $188+9.1% |