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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,951 |
HICKS PENSION SERVICES1+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $6,242 | $26,805-76.7% | $59,496-89.5% | $52,331-88.1% |
| Participation rate | 56.4% | 39.3%+17.0pp | 54.6%+1.8pp | 68.1%-11.7pp |
| Annual return | -0.08% | 2.61%-2.7pp | 182.05%-182.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $473 | $450+5.2% | $1,153-58.9% | $1,882-74.8% |
| Participant deferral / active EE | $768 | $916-16.2% | $1,829-58.0% | $3,022-74.6% |
| Admin fee / account holder | $24 | $305-92.1% | $2,232-98.9% | $592-95.9% |