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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 13-2638166 | Advisory (Participants) | $15,747 |
NAVIA BENEFIT SOLUTIONS1 year Filed as: NAVIA BENEFIT SOLUTIONS, INC. Service code 14 735 W. ALLUVIAL AVE, · FRESNO, CA 93711 | Plan Administrator | $10,266 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC- RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,801 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $824 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,480 | $91,760-22.1% | $156,181-54.2% | $67,986+5.1% |
| Participation rate | 74.5% | 65.0%+9.5pp | 78.8%-4.3pp | 57.2%+17.3pp |
| Annual return | 15.75% | 18.14%-2.4pp | 64.87%-49.1pp | 31.67%-15.9pp |
| Employer contribution / active EE | $2,585 | $2,419+6.9% | $4,294-39.8% | $2,019+28.1% |
| Participant deferral / active EE | $3,819 | $3,960-3.6% | $6,132-37.7% | $3,358+13.7% |
| Admin fee / account holder | $503 | $3,949-87.3% | $14,586-96.5% | $3,203-84.3% |