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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $3,760 |
HICKS PENSION SERVICES1+ years Filed as: HICKS PENSION SERVICES- SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $1,275 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,202 | $32,425-71.6% | $74,577-87.7% | $55,167-83.3% |
| Participation rate | 40.5% | 54.0%-13.5pp | 68.1%-27.6pp | 69.0%-28.5pp |
| Annual return | 0.00% | 10.63%-10.6pp | 20.47%-20.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $2,381 | $1,043+128.2% | $2,525-5.7% | $1,963+21.3% |
| Participant deferral / active EE | $310 | $1,995-84.4% | $3,458-91.0% | $3,054-89.8% |
| Admin fee / account holder | $187 | $748-75.0% | $4,138-95.5% | $504-62.8% |