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| Provider | Service type | Compensation |
|---|---|---|
NICHOLAS PENSION CONSULTANTS2+ years Service code 15 · EIN 27-1186851 10933 TRADE CENTER DR. · RANCHO CORDOVA, CA 95670 | Recordkeeping | $0 |
SILICON VALLEY ACCOUNTANCY CORP2+ years Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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.
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 | $22,323 | $80,177-72.2% | $123,894-82.0% | $57,658-61.3% |
| Participation rate | 40.4% | 74.4%-34.0pp | 81.4%-41.0pp | 70.2%-29.8pp |
| Annual return | 7.53% | 17.90%-10.4pp | 47.52%-40.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,208 | $5,130-37.5% | $5,984-46.4% | $3,061+4.8% |
| Admin fee / account holder | $11 | $106-89.2% | $8,357-99.9% | $95-87.9% |