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| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS8 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $39,266 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 64 | Recordkeeping Fees | $5,605 |
PCS RETIREMENT, LLC2 years Service code 12 · EIN 23-3038464 | Claims processing; Consulting (genera... | $5,590 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,975 | $88,890-47.2% | $102,423-54.1% | $77,643-39.5% |
| Participation rate | 34.0% | 80.9%-46.9pp | 76.5%-42.5pp | 70.6%-36.6pp |
| Annual return | 8.15% | 24.98%-16.8pp | 29.32%-21.2pp | 31.24%-23.1pp |
| Employer contribution / active EE | $877 | $2,698-67.5% | $3,023-71.0% | $2,726-67.8% |
| Participant deferral / active EE | $1,417 | $5,145-72.5% | $5,053-72.0% | $4,647-69.5% |
| Admin fee / account holder | $243 | $235+3.0% | $9,451-97.4% | $430-43.7% |