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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS PENSION CONSULTANTS1+ years Service code 15 · EIN 27-1186851 10933 TRADE CENTER DR. · RANCHO CORDOVA, CA 95670 | Recordkeeping | $14,976 |
SILICON VALLEY ACCOUNTANCY CORP1+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $10,593 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S. OLIVE STREET · LOS ANGELES, CA 900112211 | Recordkeeping | $934 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,994 | $88,324-77.4% | $115,038-82.6% | $55,191-63.8% |
| Participation rate | 49.0% | 72.5%-23.5pp | 81.4%-32.3pp | 69.2%-20.1pp |
| Annual return | -1.16% | 6.30%-7.5pp | 26.14%-27.3pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,177 | $5,042-37.0% | $6,026-47.3% | $3,046+4.3% |
| Admin fee / account holder | $37 | $105-64.8% | $8,175-99.5% | $91-59.1% |