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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 · EIN 77-0034491 1312 W HERNDON AVE · FRESNO, CA 93711 | Insurance Broker | $28,322 |
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,247 |
Service code 13 · EIN 77-0536417 7525 N CEDAR AVE · FRESNO, CA 93720 | Contract Administrator | $3,650 |
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.)
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 | $74,930 | $52,961+41.5% | $172,752-56.6% | $65,185+15.0% |
| Participation rate | 61.8% | 66.2%-4.4pp | 82.6%-20.9pp | 70.2%-8.4pp |
| Annual return | 54.57% | 30.12%+24.4pp | 802.97%-748.4pp | 29.38%+25.2pp |
| Employer contribution / active EE | $1,909 | $2,190-12.9% | $5,144-62.9% | $2,177-12.3% |
| Participant deferral / active EE | $10,101 | $2,471+308.8% | $5,198+94.3% | $3,514+187.5% |
| Admin fee / account holder | $340 | $472-27.9% | $13,955-97.6% | $847-59.9% |