Filed June 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $0 |
Service code 28 · EIN 13-5570651 | Investment Management | $0 |
LPL FINANCIAL1 year Filed as: LPL Service code 27 · EIN 04-3046611 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,757 | $43,338+10.2% | $59,887-20.3% | $64,173-25.6% |
| Participation rate | 59.3% | 69.2%-9.9pp | 74.7%-15.4pp | 69.6%-10.3pp |
| Annual return | -5.92% | -1.55%-4.4pp | 3.46%-9.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,542 | $2,030+74.5% | $2,722+30.1% | $2,381+48.8% |
| Participant deferral / active EE | $1,115 | $2,547-56.2% | $3,402-67.2% | $3,470-67.9% |
| Admin fee / account holder | $12 | $3,007-99.6% | $3,591-99.7% | $4,887-99.7% |