Filed April 20, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Plan Administrator | $14,660 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,057 | $46,732-74.2% | $156,551-92.3% | $55,167-78.1% |
| Participation rate | 53.2% | 65.8%-12.6pp | 84.0%-30.8pp | 69.0%-15.8pp |
| Annual return | 7.40% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $515 | $2,105-75.5% | $5,501-90.6% | $1,963-73.7% |
| Participant deferral / active EE | $2,062 | $2,204-6.5% | $4,871-57.7% | $3,054-32.5% |
| Admin fee / account holder | $145 | $418-65.3% | $13,028-98.9% | $504-71.2% |