Filed February 13, 2024
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,776 |
LPA INSURANCE AGENCY INC2 years Filed as: LPA INSURANCE AGENCY Service code 26 MID ATLANTIC CAPITAL CORP · SACRAMENTO, CA 95834 | Advisory (Participants) | $11,586 |
HICKS PENSION SERVICES2 years Service code 13 3459 W SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $3,096 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,230 | $52,961-52.4% | $172,755-85.4% | $65,185-61.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 15.40% | 30.12%-14.7pp | 802.94%-787.5pp | 29.38%-14.0pp |
| Employer contribution / active EE | $2,655 | $2,190+21.2% | $5,144-48.4% | $2,177+22.0% |
| Participant deferral / active EE | $3,678 | $2,471+48.8% | $5,198-29.2% | $3,514+4.7% |
| Admin fee / account holder | $17 | $472-96.4% | $13,955-99.9% | $847-98.0% |