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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 1122 MERIDIAN AVE · SAN JOSE, CA 95125 | Advisory (Plan) | $12,064 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,791 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTRATORS INC Service code 13 · EIN 77-0586222 735 W ALLUVIAL AVENUE SUITE 101 · FRESNO, CA 93711 | Contract Administrator | $4,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,935 | $46,332-7.3% | $143,799-70.1% | $64,819-33.8% |
| Participation rate | 40.1% | 64.2%-24.1pp | 80.3%-40.2pp | 71.5%-31.4pp |
| Annual return | -15.14% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,171 | $1,911-38.7% | $4,952-76.3% | $2,507-53.3% |
| Participant deferral / active EE | $2,224 | $2,647-16.0% | $5,638-60.6% | $4,311-48.4% |
| Admin fee / account holder | $50 | $154-67.7% | $14,677-99.7% | $188-73.5% |