Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADAM DOWNS1+ years Filed as: ADAM ANDOLINA Service code 61 2180 HARVARD STREET STE. 410 · SACRAMENTO, CA 95815 | Finders' fees / placement fees | $9,154 |
EPLAN ADVISORS, LLC1+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $6,473 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $19,842 | $50,464-60.7% | $75,784-73.8% | $52,331-62.1% |
| Participation rate | 31.6% | 66.8%-35.1pp | 75.8%-44.2pp | 68.1%-36.5pp |
| Annual return | -0.16% | 1.03%-1.2pp | 9.68%-9.8pp | 4.54%-4.7pp |
| Employer contribution / active EE | $253 | $1,988-87.3% | $3,323-92.4% | $1,882-86.6% |
| Participant deferral / active EE | $1,192 | $2,570-53.6% | $3,652-67.3% | $3,022-60.5% |
| Admin fee / account holder | $163 | $1,103-85.2% | $5,300-96.9% | $592-72.4% |