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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $16,482 |
HICKS PENSION SERVICES2+ years Filed as: HICKS PENSION SERVICES- SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $8,236 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $315 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,172 | $36,767-83.2% | $81,473-92.4% | $62,293-90.1% |
| Participation rate | 74.8% | 54.4%+20.4pp | 68.0%+6.9pp | 69.5%+5.3pp |
| Annual return | 15.00% | 173.80%-158.8pp | 38.78%-23.8pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,856 | $1,128+153.1% | $2,568+11.2% | $2,042+39.9% |
| Participant deferral / active EE | $542 | $2,111-74.3% | $3,537-84.7% | $3,169-82.9% |
| Admin fee / account holder | $44 | $797-94.4% | $4,561-99.0% | $479-90.7% |