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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 | $95,904-25.5% | $173,730-58.9% | $64,340+11.1% |
| Participation rate | 74.5% | 60.6%+13.9pp | 79.6%-5.1pp | 55.2%+19.2pp |
| Annual return | 15.75% | 17.47%-1.7pp | 19.96%-4.2pp | 24.14%-8.4pp |
| Employer contribution / active EE | $2,585 | $2,323+11.3% | $4,577-43.5% | $1,862+38.9% |
| Participant deferral / active EE | $3,819 | $3,488+9.5% | $6,326-39.6% | $2,980+28.1% |
| Admin fee / account holder | $503 | $5,089-90.1% | $17,523-97.1% | $3,703-86.4% |