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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS2+ years Service code 15 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 959271282 | Recordkeeping | $19,258 |
AMERICAN FUNDS2+ years Service code 28 · EIN 95-6817943 | Investment Management | $17,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,380 | $41,377-77.3% | $109,313-91.4% | $62,881-85.1% |
| Participation rate | 30.0% | 57.5%-27.5pp | 71.3%-41.3pp | 69.3%-39.3pp |
| Annual return | -58.56% | 11.05%-69.6pp | 22.07%-80.6pp | 20.14%-78.7pp |
| Employer contribution / active EE | $12,453 | $1,276+875.9% | $3,892+220.0% | $2,281+446.0% |
| Participant deferral / active EE | $4,224 | $2,045+106.5% | $3,166+33.4% | $3,203+31.9% |
| Admin fee / account holder | $2,278 | $2,884-21.0% | $5,666-59.8% | $4,296-47.0% |