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| Provider | Service type | Compensation |
|---|---|---|
ALL VALLEY ADMINISTRATORS, LLC1+ years Service code 15 · EIN 77-0536417 7525 N. CEDAR AVENUE, STE 109 · FRESNO, CA 93720 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,134 | $89,739-20.7% | $149,721-52.5% | $62,293+14.2% |
| Participation rate | 53.7% | 85.1%-31.4pp | 87.1%-33.4pp | 69.5%-15.8pp |
| Annual return | 20.79% | 21.01%-0.2pp | 1501.67%-1480.9pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,533 | $3,233-52.6% | $5,444-71.8% | $2,042-24.9% |
| Participant deferral / active EE | $2,700 | $4,797-43.7% | $6,568-58.9% | $3,169-14.8% |
| Admin fee / account holder | $11 | $551-97.9% | $11,282-99.9% | $479-97.6% |