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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $10,565 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $3,534 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,738 | $64,909-74.2% | $82,312-79.7% | $62,293-73.1% |
| Participation rate | 40.7% | 74.9%-34.2pp | 76.9%-36.2pp | 69.5%-28.8pp |
| Annual return | 11.60% | 21.18%-9.6pp | 25.88%-14.3pp | 28.90%-17.3pp |
| Employer contribution / active EE | $688 | $1,676-58.9% | $2,428-71.7% | $2,042-66.3% |
| Participant deferral / active EE | $1,106 | $3,103-64.4% | $3,706-70.2% | $3,169-65.1% |
| Admin fee / account holder | $134 | $440-69.5% | $5,608-97.6% | $479-72.0% |