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| Provider | Service type | Compensation |
|---|---|---|
REGALIA & ASSOCIATES, CPAS1+ years Service code 10 · EIN 68-0260103 | Accounting | $13,550 |
NH HICKS1+ years Service code 14 2580 SIERRA SUNRISE TERRACE · CHICO, CA 95928 | Plan Administrator | $5,971 |
AMERICAN FUNDS1+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,519 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,711 | $37,039-63.0% | $147,617-90.7% | $59,188-76.8% |
| Participation rate | 19.2% | 63.8%-44.6pp | 84.6%-65.4pp | 69.4%-50.2pp |
| Annual return | 0.19% | 7.19%-7.0pp | 61.98%-61.8pp | 5.51%-5.3pp |
| Employer contribution / active EE | $391 | $1,353-71.1% | $5,564-93.0% | $2,098-81.4% |
| Participant deferral / active EE | $664 | $2,094-68.3% | $4,895-86.4% | $3,265-79.7% |
| Admin fee / account holder | $79 | $60+31.9% | $11,612-99.3% | $92-13.9% |