Filed March 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ADAM DOWNS2+ years Filed as: ADAM ANDOLINA Service code 61 280 HARVARD STREET STE. 410 · SACRAMENTO, CA 95815 | Finders' fees / placement fees | $11,976 |
EPLAN ADVISORS, LLC2+ years Service code 17 · EIN 84-1543749 | Pension Consulting | $8,135 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,117 | $52,884-69.5% | $84,753-81.0% | $55,167-70.8% |
| Participation rate | 63.7% | 67.5%-3.8pp | 76.6%-12.9pp | 69.0%-5.3pp |
| Annual return | 19.95% | 18.03%+1.9pp | 22.78%-2.8pp | 169.23%-149.3pp |
| Employer contribution / active EE | $1,454 | $2,233-34.9% | $3,574-59.3% | $1,963-25.9% |
| Participant deferral / active EE | $2,195 | $2,644-17.0% | $3,712-40.9% | $3,054-28.1% |
| Admin fee / account holder | $122 | $581-79.0% | $5,333-97.7% | $504-75.8% |