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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES1 year Filed as: QUALIFIED SERVICES INC. DBA HICKS Service code 49 · EIN 77-0155091 | Other Services | $3,785 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,527 | $62,715+17.2% | $104,299-29.5% | $66,949+9.8% |
| Participation rate | 20.8% | 59.6%-38.8pp | 73.3%-52.5pp | 69.8%-49.0pp |
| Annual return | -11.61% | -14.70%+3.1pp | 24.62%-36.2pp | 1.57%-13.2pp |
| Employer contribution / active EE | $592 | $1,976-70.1% | $3,373-82.5% | $2,545-76.8% |
| Participant deferral / active EE | $1,189 | $2,852-58.3% | $4,626-74.3% | $4,239-71.9% |
| Admin fee / account holder | $113 | $657-82.7% | $7,339-98.5% | $594-80.9% |