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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,250 |
PRIVATE WEALTH ADVISORS1 year Service code 27 · EIN 39-2049334 7447 N. FIRST STREET, SUITE 202 · FRESNO, CA 93720 | Advisory (Plan) | $1,656 |
Service code 14 · EIN 77-0536417 7525 N. CEDAR AVE., SUITE 109 · FRESNO, CA 93720 | Plan Administrator | $1,000 |
Filed as: VOYA RETIREMENT INS & ANNUITY COMP Service code 60 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990104 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,128 | $58,888-50.5% | $178,498-83.7% | $73,493-60.4% |
| Participation rate | 24.5% | 66.2%-41.7pp | 81.9%-57.4pp | 70.7%-46.2pp |
| Annual return | 4.94% | 24.86%-19.9pp | 151.09%-146.2pp | 28.51%-23.6pp |
| Employer contribution / active EE | $309 | $2,236-86.2% | $5,011-93.8% | $2,270-86.4% |
| Participant deferral / active EE | $524 | $2,568-79.6% | $5,202-89.9% | $3,740-86.0% |
| Admin fee / account holder | $82 | $400-79.6% | $13,985-99.4% | $513-84.1% |