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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 | Direct payment from the plan; Other f... | $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 | $86,940+30.2% | $102,434+10.5% | $80,935+39.9% |
| Participation rate | 89.8% | 72.4%+17.4pp | 76.5%+13.3pp | 67.7%+22.1pp |
| Annual return | 12.03% | 18.89%-6.9pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,853 | $2,370-21.8% | $3,023-38.7% | $2,757-32.8% |
| Participant deferral / active EE | $4,710 | $4,121+14.3% | $5,055-6.8% | $4,299+9.5% |
| Admin fee / account holder | $103 | $8,047-98.7% | $9,462-98.9% | $6,924-98.5% |