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| Provider | Service type | Compensation |
|---|---|---|
ALLWORTH FINANCIAL3 years Service code 26 3017 DOUGLAS BLVD., STE. 140 · ROSEVILLE, CA 95661 | Advisory (Participants) | $15,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,851 | $49,451-57.8% | $79,580-73.8% | $66,938-68.9% |
| Participation rate | 51.3% | 61.3%-10.0pp | 69.5%-18.2pp | 69.8%-18.5pp |
| Annual return | -17.33% | 84.25%-101.6pp | 0.15%-17.5pp | 1.58%-18.9pp |
| Employer contribution / active EE | $1,117 | $1,266-11.8% | $2,413-53.7% | $2,545-56.1% |
| Participant deferral / active EE | $2,160 | $3,159-31.6% | $3,985-45.8% | $4,238-49.0% |
| Admin fee / account holder | $111 | $595-81.3% | $6,835-98.4% | $594-81.3% |