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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES4+ years Service code 26 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $37,563 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $6,125 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,610 |
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 | $72,277 | $66,302+9.0% | $110,243-34.4% | $56,287+28.4% |
| Participation rate | 67.0% | 74.9%-8.0pp | 79.8%-12.9pp | 69.9%-2.9pp |
| Annual return | -6.68% | -1.18%-5.5pp | 314.76%-321.4pp | -9.96%+3.3pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,827-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,690 | $3,381-50.0% | $4,672-63.8% | $3,350-49.6% |
| Admin fee / account holder | $458 | $698-34.5% | $8,548-94.6% | $521-12.2% |