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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,692 |
HICKS PENSION SERVICES2+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $1,025 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,414 | $25,723-71.2% | $69,182-89.3% | $55,167-86.6% |
| Participation rate | 51.9% | 39.4%+12.4pp | 55.1%-3.2pp | 69.0%-17.1pp |
| Annual return | 7.85% | 9.56%-1.7pp | -21.93%+29.8pp | 169.23%-161.4pp |
| Employer contribution / active EE | $594 | $480+23.7% | $1,206-50.7% | $1,963-69.7% |
| Participant deferral / active EE | $1,083 | $963+12.4% | $1,897-42.9% | $3,054-64.5% |
| Admin fee / account holder | $24 | $365-93.4% | $2,697-99.1% | $504-95.2% |