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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS L Service code 15 · EIN 13-3689044 | Recordkeeping | $16,049 |
CHAVEZ SILVA & COMPANY1 year Service code 10 · EIN 46-2978632 | Accounting | $9,250 |
HICKS PENSION SERVICES3+ years Filed as: HICKS PENSION SERVICES- SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $8,581 |
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 | $4,561 | $33,067-86.2% | $76,523-94.0% | $56,287-91.9% |
| Participation rate | 88.2% | 55.4%+32.8pp | 68.0%+20.2pp | 69.9%+18.4pp |
| Annual return | -3.58% | 2.72%-6.3pp | -0.27%-3.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,842 | $1,200+136.8% | $2,647+7.4% | $2,111+34.6% |
| Participant deferral / active EE | $692 | $2,240-69.1% | $3,835-82.0% | $3,350-79.4% |
| Admin fee / account holder | $18 | $537-96.6% | $4,848-99.6% | $521-96.5% |