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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES2+ years Service code 26 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $31,586 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG C2 · MODESTO, CA 95350 | Contract Administrator | $3,405 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,680 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,839 | $63,924+6.1% | $108,582-37.5% | $55,167+23.0% |
| Participation rate | 61.5% | 74.3%-12.8pp | 79.6%-18.0pp | 69.0%-7.5pp |
| Annual return | 10.83% | 15.31%-4.5pp | -51.70%+62.5pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,150 | $3,067-62.5% | $4,311-73.3% | $3,054-62.4% |
| Admin fee / account holder | $363 | $618-41.2% | $7,645-95.3% | $504-27.9% |