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| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS4 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $21,514 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $3,595 |
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 | $29,704 | $79,519-62.6% | $95,964-69.0% | $73,412-59.5% |
| Participation rate | 39.0% | 81.2%-42.1pp | 77.1%-38.1pp | 72.2%-33.1pp |
| Annual return | 18.00% | 19.20%-1.2pp | 91.64%-73.6pp | 59.30%-41.3pp |
| Employer contribution / active EE | $1,477 | $2,048-27.9% | $2,541-41.9% | $2,234-33.9% |
| Participant deferral / active EE | $1,429 | $4,138-65.5% | $4,167-65.7% | $3,806-62.4% |
| Admin fee / account holder | $162 | $184-12.2% | $6,797-97.6% | $158+2.5% |