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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,842 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,673 | $46,332-31.6% | $143,799-78.0% | $64,819-51.1% |
| Participation rate | 38.9% | 64.2%-25.4pp | 80.3%-41.4pp | 71.5%-32.6pp |
| Annual return | -19.90% | -10.05%-9.9pp | -0.04%-19.9pp | 32.84%-52.7pp |
| Employer contribution / active EE | $741 | $1,911-61.2% | $4,952-85.0% | $2,507-70.4% |
| Participant deferral / active EE | $1,546 | $2,647-41.6% | $5,638-72.6% | $4,311-64.1% |
| Admin fee / account holder | $74 | $154-51.9% | $14,677-99.5% | $188-60.6% |