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| Provider | Service type | Compensation |
|---|---|---|
PLAN FINANCIAL, INC.3 years Service code 26 · EIN 77-0349285 9 RIVERPARK PLACE EAST SUITE 440 · FRESNO, CA 93720 | Advisory (Participants) | $18,028 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $25,069 | $59,186-57.6% | $76,768-67.3% | $56,287-55.5% |
| Participation rate | 60.6% | 75.2%-14.7pp | 77.0%-16.4pp | 69.9%-9.3pp |
| Annual return | -8.06% | 6.62%-14.7pp | 2.43%-10.5pp | -9.96%+1.9pp |
| Employer contribution / active EE | $199 | $1,759-88.7% | $2,485-92.0% | $2,111-90.6% |
| Participant deferral / active EE | $1,990 | $3,255-38.9% | $3,852-48.3% | $3,350-40.6% |
| Admin fee / account holder | $292 | $489-40.2% | $6,675-95.6% | $521-43.9% |