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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,857 |
HICKS PENSION SERVICES4 years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $3,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,241 | $50,919-15.1% | $155,556-72.2% | $77,762-44.4% |
| Participation rate | 37.0% | 63.1%-26.1pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 14.22% | 34.84%-20.6pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $982 | $1,991-50.7% | $4,675-79.0% | $2,728-64.0% |
| Participant deferral / active EE | $2,057 | $2,824-27.2% | $5,631-63.5% | $4,651-55.8% |
| Admin fee / account holder | $50 | $437-88.6% | $15,885-99.7% | $433-88.5% |