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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES1 year Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 13 · EIN 77-0155091 555 CHORRO STREET STE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $17,635 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,066 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYSON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $12,586 |
Filed as: GREAT WEST LIFE ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,337 |
CLIFTONLARSONALLEN LLP2 years Service code 10 3077 W JEFFERSON ST STE 105 · JOLIET, IL 60435 | Accounting | $2,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,832 | $66,051-30.6% | $92,909-50.7% | $77,775-41.1% |
| Participation rate | 15.1% | 81.0%-65.9pp | 76.0%-60.9pp | 73.2%-58.1pp |
| Annual return | 18.60% | 20.69%-2.1pp | 109.44%-90.8pp | 32.58%-14.0pp |
| Employer contribution / active EE | $190 | $3,426-94.5% | $3,653-94.8% | $2,504-92.4% |
| Participant deferral / active EE | $816 | $3,013-72.9% | $4,238-80.7% | $3,966-79.4% |
| Admin fee / account holder | $199 | $148+34.5% | $5,795-96.6% | $100+98.6% |