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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,303 |
NICHOLAS PENSION CONSULTANTS2 years Service code 13 · EIN 27-1186851 10805 SUNSET OFFICE DRIVE SUITE 100 · RANCHO CORDOVA, CA 95670 | Contract Administrator | $1,347 |
FARMER & BETTS1 year Filed as: FARMER & BETTS - CO Service code 13 · EIN 94-3322438 709 W. LITTLETON BLVD. 106 · LITTLETON, CO 80120 | Contract Administrator | $1,250 |
FARMER & BETTS1 year Service code 13 · EIN 94-3322438 | Contract Administrator | $1,249 |
ANTONIO CAXIDE2 years Filed as: ANTONIO ACCARDO Service code 53 3003 OAK RD. #250 · WALNUT CREEK, CA 94597 | Insurance Commissions | $0 |
BAIRD FUNDS2 years Filed as: ROBERT B. FAKHIMI Service code 53 3003 OAK RD. · WALNUT CREEK, CA 94597 | Insurance Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,681 | $63,314+8.5% | $91,004-24.5% | $62,293+10.3% |
| Participation rate | 45.2% | 73.3%-28.2pp | 75.6%-30.4pp | 69.5%-24.4pp |
| Annual return | 20.08% | 21.00%-0.9pp | 4.60%+15.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $1,564 | $1,807-13.5% | $2,456-36.3% | $2,042-23.4% |
| Participant deferral / active EE | $2,742 | $2,944-6.9% | $3,548-22.7% | $3,169-13.5% |
| Admin fee / account holder | $51 | $468-89.0% | $5,417-99.1% | $479-89.3% |