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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.6+ years Service code 13 3000 LAVA RIDGE COURT · ROSEVILLE, CA 95661 | Contract Administrator | $13,977 |
GARCIA WEALTH MANAGEMENT GROUP6+ years Service code 27 613 S. MAIN ST · TEMPLETON, CA 93465 | Advisory (Plan) | $12,871 |
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 | $52,443 | $59,328-11.6% | $118,914-55.9% | $73,497-28.6% |
| Participation rate | 70.5% | 62.3%+8.2pp | 75.4%-4.9pp | 70.7%-0.1pp |
| Annual return | 14.55% | 19.13%-4.6pp | 35.89%-21.3pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,264-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,143 | $2,604-56.1% | $4,266-73.2% | $3,740-69.4% |
| Admin fee / account holder | $262 | $600-56.4% | $6,582-96.0% | $513-49.0% |