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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES3+ years Service code 26 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $36,294 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $3,150 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,672 |
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 | $80,523 | $71,192+13.1% | $117,861-31.7% | $62,293+29.3% |
| Participation rate | 62.0% | 74.2%-12.2pp | 79.7%-17.6pp | 69.5%-7.5pp |
| Annual return | 15.57% | 18.66%-3.1pp | 335.11%-319.5pp | 28.90%-13.3pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,081 | $3,189-66.1% | $4,482-75.9% | $3,169-65.9% |
| Admin fee / account holder | $424 | $587-27.8% | $8,021-94.7% | $479-11.6% |