Filed July 26, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
REGENCY INVESTMENT ADVISORS3 years Service code 26 · EIN 77-0344391 | Advisory (Participants) | $14,881 |
NAVIA BENEFIT SOLUTIONS1 year Filed as: NAVIA BENEFIT SOLUTIONS, INC. Service code 14 735 W. ALLUVIAL AVE · FRESNO, CA 93711 | Plan Administrator | $5,740 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,250 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,007 | $65,904-78.7% | $160,784-91.3% | $79,634-82.4% |
| Participation rate | 57.1% | 56.2%+0.9pp | 77.0%-19.9pp | 62.5%-5.4pp |
| Annual return | 17.72% | 20.16%-2.4pp | 1803.92%-1786.2pp | 36.46%-18.7pp |
| Employer contribution / active EE | $602 | $1,805-66.7% | $3,733-83.9% | $2,529-76.2% |
| Participant deferral / active EE | $1,197 | $3,692-67.6% | $6,293-81.0% | $3,835-68.8% |
| Admin fee / account holder | $248 | $965-74.3% | $9,717-97.5% | $1,002-75.3% |