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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES3+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $6,344 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,849 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,618 | $31,388-40.7% | $73,545-74.7% | $62,293-70.1% |
| Participation rate | 31.5% | 39.9%-8.3pp | 54.9%-23.4pp | 69.5%-38.0pp |
| Annual return | 14.85% | 25.34%-10.5pp | -15.16%+30.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $563 | $498+13.1% | $1,219-53.8% | $2,042-72.4% |
| Participant deferral / active EE | $1,178 | $1,028+14.5% | $1,806-34.8% | $3,169-62.8% |
| Admin fee / account holder | $119 | $299-60.3% | $2,320-94.9% | $479-75.2% |