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| Provider | Service type | Compensation |
|---|---|---|
UNIONBANC INVESTMENT SERVICES LLC4 years Service code 55 ATTN PILAR LEMA · GLENDALE, CA 91203 | Other Commissions | $17,080 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,791 |
NESA PLAN CONSULTANTS1 year Service code 16 · EIN 84-5026529 | Consulting | $500 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,146 | $65,435-43.2% | $86,677-57.1% | $66,914-44.5% |
| Participation rate | 43.5% | 75.5%-32.0pp | 76.6%-33.1pp | 69.8%-26.3pp |
| Annual return | -18.30% | -10.89%-7.4pp | 35.91%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $389 | $2,153-81.9% | $2,836-86.3% | $2,544-84.7% |
| Participant deferral / active EE | $2,194 | $4,100-46.5% | $4,656-52.9% | $4,237-48.2% |
| Admin fee / account holder | $72 | $642-88.7% | $7,493-99.0% | $593-87.8% |