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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $23,626 |
HICKS PENSION SERVICES9+ years Filed as: HICKS PENSION SERVICES- SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $6,902 |
Service code 15 · EIN 87-1603957 | Recordkeeping | $4,110 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,148 | $100,139-74.9% | $85,187-70.5% | $145,884-82.8% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 11.93% | 84.15%-72.2pp | 66.67%-54.7pp | 551.85%-539.9pp |
| Employer contribution / active EE | $7,316 | $3,238+125.9% | $2,732+167.7% | $4,662+56.9% |
| Participant deferral / active EE | $3,933 | $5,296-25.7% | $4,525-13.1% | $6,690-41.2% |
| Admin fee / account holder | $365 | $7,262-95.0% | $6,162-94.1% | $13,392-97.3% |