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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $7,056 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES-FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $975 |
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 | $8,383 | $86,341-90.3% | $125,192-93.3% | $65,185-87.1% |
| Participation rate | 93.1% | 75.3%+17.8pp | 79.8%+13.3pp | 70.2%+22.9pp |
| Annual return | 41.29% | 27.44%+13.9pp | 43.79%-2.5pp | 29.38%+11.9pp |
| Employer contribution / active EE | $1,190 | $2,040-41.7% | $3,866-69.2% | $2,177-45.3% |
| Participant deferral / active EE | $3,535 | $3,538-0.1% | $4,937-28.4% | $3,514+0.6% |
| Admin fee / account holder | $40 | $609-93.4% | $9,704-99.6% | $847-95.3% |