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| Provider | Service type | Compensation |
|---|---|---|
ALL VALLEY ADMINISTRATORS, LLC4+ years Service code 15 · EIN 77-0536417 7525 N. CEDAR AVENUE, STE 109 · FRESNO, CA 93720 | Recordkeeping | $1,550 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,298 | $136,307-51.4% | $177,827-62.7% | $73,493-9.8% |
| Participation rate | 61.4% | 86.1%-24.7pp | 87.7%-26.4pp | 70.7%-9.3pp |
| Annual return | 12.19% | 18.68%-6.5pp | 48.32%-36.1pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,543 | $3,712-58.4% | $5,918-73.9% | $2,270-32.0% |
| Participant deferral / active EE | $3,483 | $5,829-40.2% | $7,713-54.8% | $3,740-6.9% |
| Admin fee / account holder | $27 | $596-95.5% | $12,429-99.8% | $513-94.8% |