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| Provider | Service type | Compensation |
|---|---|---|
BAKER TILLY US, LLP1+ years Filed as: BAKER, PETERSON & FRANKLIN, LLP Service code 15 970 W ALLUVIAL AVE SUITE 100 · FRESNO, CA 93711 | Recordkeeping | $8,731 |
JARIBU W. NELSON, CPA1+ years Service code 15 · EIN 27-3006038 | Recordkeeping | $7,500 |
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $5,481 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,375 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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.
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 | $5,766 | $31,109-81.5% | $67,704-91.5% | $52,331-89.0% |
| Participation rate | 13.0% | 54.0%-41.0pp | 67.5%-54.5pp | 68.1%-55.1pp |
| Annual return | -0.80% | 23.70%-24.5pp | 25.41%-26.2pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,076-100.0% | $2,559-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $585 | $1,970-70.3% | $3,585-83.7% | $3,022-80.6% |
| Admin fee / account holder | $138 | $466-70.5% | $4,255-96.8% | $592-76.7% |