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| Provider | Service type | Compensation |
|---|---|---|
NFP RETIREMENT INC3 years Filed as: NFP RETIREMENT Service code 22 · EIN 33-0905143 120 VANTIS, SUITE 400 · ALISO VIEJO, CA 92656 | Insurance Broker | $15,350 |
Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 33-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $12,183 |
RICH BARTOL CONSULTING4 years Service code 10 · EIN 81-2829660 41500 EAGLE POINT WAY · TEMECULA, CA 92591 | Accounting | $9,000 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION BENEFITS UNLIMITED Service code 37 18008 SKY PARK CIRCLE, SUITE 200 · IRVINE, CA 92614 | Loan Processing | $7,985 |
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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,867 | $69,383-68.5% | $101,275-78.4% | $73,497-70.2% |
| Participation rate | 67.0% | 68.4%-1.4pp | 75.8%-8.8pp | 70.7%-3.7pp |
| Annual return | 9.02% | 18.46%-9.4pp | 46.48%-37.5pp | 28.51%-19.5pp |
| Employer contribution / active EE | $7,131 | $2,628+171.3% | $3,660+94.8% | $2,270+214.1% |
| Participant deferral / active EE | $890 | $3,301-73.0% | $4,371-79.6% | $3,740-76.2% |
| Admin fee / account holder | $197 | $704-72.0% | $5,948-96.7% | $513-61.6% |