Filed February 25, 2019 (most recent of 4 filings on file)
Total covered: 6 employees
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| Provider | Service type | Compensation |
|---|---|---|
CAPITAL REGION FINANCIAL GROUP, LLC10+ years Service code 26 620 COOLIDGE DRIVE, STE. 180 · FOLSOM, CA 95630 | Advisory (Participants) | $47,568 |
NWPS3 years Service code 13 · EIN 91-2090931 15130 MAIN STE SUITE 300 · MILL CREEK, WA 98012 | Contract Administrator | $6,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,992 | $83,023-63.9% | $102,437-70.7% | $77,762-61.4% |
| Participation rate | 57.8% | 71.5%-13.8pp | 74.5%-16.7pp | 70.6%-12.8pp |
| Annual return | 12.12% | 19.12%-7.0pp | 24.95%-12.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $2,341 | $3,552-34.1% | $3,871-39.5% | $2,728-14.2% |
| Participant deferral / active EE | $1,179 | $4,110-71.3% | $5,060-76.7% | $4,651-74.7% |
| Admin fee / account holder | $203 | $639-68.2% | $8,388-97.6% | $433-53.1% |