Filed June 13, 2025
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| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS4 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $14,626 |
Service code 13 · EIN 87-0364490 7090 SOUTH UNION PARK AVE SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $2,675 |
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 | $14,466 | $46,722-69.0% | $130,660-88.9% | $65,185-77.8% |
| Participation rate | 75.1% | 60.9%+14.2pp | 71.7%+3.4pp | 70.2%+4.9pp |
| Annual return | 22.74% | 24.17%-1.4pp | 1709.29%-1686.6pp | 29.38%-6.6pp |
| Employer contribution / active EE | $661 | $1,488-55.6% | $4,092-83.9% | $2,177-69.7% |
| Participant deferral / active EE | $1,147 | $2,545-54.9% | $3,603-68.2% | $3,514-67.3% |
| Admin fee / account holder | $82 | $453-82.0% | $5,463-98.5% | $847-90.4% |