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| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS5 years Service code 26 · EIN 77-0344391 1312 W HERNDON, SUITE 101 · FRESNO, CA 93711 | Advisory (Participants) | $29,057 |
Service code 13 · EIN 87-0364490 7090 S UNION PARK AVENUE, SUITE 650 · SALT LAKE CITY, UT 84047 | Contract Administrator | $4,061 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,134 | $185,342-80.0% | $111,297-66.6% | $86,799-57.2% |
| Participation rate | 37.2% | 81.0%-43.8pp | 77.3%-40.1pp | 72.3%-35.1pp |
| Annual return | 13.16% | 500.80%-487.6pp | 54.65%-41.5pp | 97.91%-84.7pp |
| Employer contribution / active EE | $955 | $2,246-57.5% | $2,731-65.0% | $2,405-60.3% |
| Participant deferral / active EE | $1,648 | $4,458-63.0% | $4,487-63.3% | $4,131-60.1% |
| Admin fee / account holder | $214 | $255-16.4% | $7,964-97.3% | $170+26.0% |