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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 1150 S. OLIVE ST. · LOS ANGELES, CA 90015 | Recordkeeping | $31,549 |
Service code 15 · EIN 77-0573145 4216 KIERNAN AVE., SUITE 201 · MODESTO, CA 95356 | Recordkeeping | $8,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $6,777 | $46,761-85.5% | $106,619-93.6% | $57,658-88.2% |
| Participation rate | 30.6% | 56.9%-26.3pp | 78.0%-47.4pp | 70.2%-39.7pp |
| Annual return | 5.69% | 15.77%-10.1pp | 9.42%-3.7pp | 5.13%+0.6pp |
| Employer contribution / active EE | $692 | $1,274-45.7% | $3,947-82.5% | $1,974-65.0% |
| Participant deferral / active EE | $1,058 | $1,954-45.9% | $3,930-73.1% | $3,061-65.4% |
| Admin fee / account holder | $59 | $97-39.2% | $6,418-99.1% | $95-37.8% |