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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPITAL REGION FINANCIAL GROUP Service code 26 · EIN 62-0456235 620 COOLIDGE DR., SUITE 180 · FOLSOM, CA 95630 | Advisory (Participants) | $12,132 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,533 | $57,976-69.8% | $62,995-72.2% | $62,292-71.9% |
| Participation rate | 52.1% | 75.9%-23.9pp | 74.8%-22.8pp | 69.5%-17.5pp |
| Annual return | 16.11% | 17.54%-1.4pp | 87.57%-71.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $461 | $2,415-80.9% | $2,759-83.3% | $2,042-77.4% |
| Participant deferral / active EE | $2,291 | $2,956-22.5% | $3,329-31.2% | $3,169-27.7% |
| Admin fee / account holder | $124 | $276-54.9% | $3,600-96.5% | $479-74.1% |