Filed June 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
EDUCARE SERVICES INC1 year Service code 50 · EIN 77-0332438 3485 W ASHCROFT SUITE 101 · FRESNO, CA 93722 | Direct Payment | $5,800 |
Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $0 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 7050 N FRESNO ST SUITE 105 · FRESNO, CA 93720 | 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,102 | $45,073+15.6% | $69,455-25.0% | $72,985-28.6% |
| Participation rate | 61.4% | 68.5%-7.0pp | 74.6%-13.2pp | 69.5%-8.0pp |
| Annual return | 19.11% | 22.65%-3.5pp | 28.97%-9.9pp | 81.00%-61.9pp |
| Employer contribution / active EE | $3,591 | $2,054+74.8% | $2,779+29.2% | $2,440+47.2% |
| Participant deferral / active EE | $882 | $2,602-66.1% | $3,535-75.1% | $3,607-75.5% |
| Admin fee / account holder | $119 | $3,056-96.1% | $3,839-96.9% | $5,124-97.7% |