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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $9,508 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSUANC Service code 15 · EIN 36-6071399 | Recordkeeping | $5,369 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES-SLO Service code 15 · EIN 77-0155091 | Recordkeeping | $1,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $26,978 | $84,499-68.1% | $125,391-78.5% | $66,949-59.7% |
| Participation rate | 39.7% | 76.4%-36.7pp | 82.4%-42.7pp | 69.8%-30.1pp |
| Annual return | 0.13% | -8.49%+8.6pp | 572.41%-572.3pp | 1.57%-1.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,880 | $6,785-57.5% | $7,448-61.3% | $4,239-32.1% |
| Admin fee / account holder | $222 | $685-67.6% | $10,009-97.8% | $594-62.6% |