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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS PENSION CONSULTANTS2+ years Filed as: NICHOLAS PENSION CONSULTANTS, INC. Service code 13 · EIN 27-1186851 10933 TRADE CENTER DR. STE 100 · RANCHO CORDOVA, CA 956706181 | Contract Administrator | $1,685 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 95-1411037 COMPANY, INC. · LOS ANGELES, CA 90071 | Recordkeeping Fees | $425 |
EDWARD JONES1 year Service code 55 298 S. SUNNYVALE AVE. STE 103 · SUNNYVALE, CA 90071 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,478 | $80,177-70.7% | $123,894-81.0% | $57,658-59.3% |
| Participation rate | 50.2% | 74.4%-24.3pp | 81.4%-31.2pp | 70.2%-20.0pp |
| Annual return | 14.11% | 17.90%-3.8pp | 47.52%-33.4pp | 5.13%+9.0pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,462 | $5,130+6.5% | $5,984-8.7% | $3,061+78.4% |
| Admin fee / account holder | $16 | $106-85.3% | $8,357-99.8% | $95-83.5% |