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| Provider | Service type | Compensation |
|---|---|---|
PENSYS, INC.2+ years Service code 13 · EIN 68-0348235 2440 PROFESSIONAL DRIVE, SUITE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $50,793 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALLSO VIEJO, CA 92656 | Advisory (Plan) | $9,395 |
HANSON BRIDGETT LLP2+ years Filed as: HANSON MCCLAIN RETIREMENT NETWORK Service code 27 · EIN 26-1177534 3620 FAIR OAKS BLVD STE 300 · SACRAMENTO, CA 95864 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,429 | $75,183+85.5% | $123,894+12.5% | $55,167+152.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.13% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $7,321 | $2,823+159.3% | $4,617+58.6% | $1,963+273.0% |
| Participant deferral / active EE | $8,691 | $5,084+70.9% | $5,984+45.2% | $3,054+184.6% |
| Admin fee / account holder | $337 | $663-49.2% | $8,357-96.0% | $504-33.2% |