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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 735 W. ALLUVIAL AVE · FRESNO, CA 93711 | Plan Administrator | $9,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,887 | $106,230-81.3% | $147,080-86.5% | $77,736-74.4% |
| Participation rate | 39.0% | 78.4%-39.4pp | 82.2%-43.2pp | 70.6%-31.6pp |
| Annual return | 21.17% | 56.91%-35.7pp | 420.17%-399.0pp | 31.26%-10.1pp |
| Employer contribution / active EE | $1,207 | $4,072-70.4% | $4,933-75.5% | $2,728-55.7% |
| Participant deferral / active EE | $1,837 | $8,001-77.0% | $8,066-77.2% | $4,651-60.5% |
| Admin fee / account holder | $50 | $338-85.2% | $12,989-99.6% | $433-88.4% |