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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DIVERSIFIED BENEFIT Service code 27 1391 W SHAW AVE · FRESNO, CA 93711 | Advisory (Plan) | $7,735 |
ASCENSUS LLC1 year Service code 33 · EIN 11-3665754 | Other fees; Securities brokerage; Par... | $2,505 |
UNITED OF OMAHA2 years Service code 37 · EIN 47-0322111 | Loan Processing | $1,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,234 | $86,919+30.3% | $102,457+10.5% | $80,911+39.9% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.6%+22.1pp |
| Annual return | 12.03% | 18.90%-6.9pp | 29.41%-17.4pp | 35.63%-23.6pp |
| Employer contribution / active EE | $1,853 | $2,368-21.7% | $3,022-38.7% | $2,756-32.7% |
| Participant deferral / active EE | $4,710 | $4,119+14.3% | $5,054-6.8% | $4,297+9.6% |
| Admin fee / account holder | $103 | $8,049-98.7% | $9,451-98.9% | $6,935-98.5% |