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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES5+ years Service code 26 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $34,428 |
PENSION ASSURANCE LLP5+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $4,375 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,848 |
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 | $80,719 | $86,341-6.5% | $125,192-35.5% | $65,185+23.8% |
| Participation rate | 60.6% | 75.3%-14.8pp | 79.8%-19.2pp | 70.2%-9.7pp |
| Annual return | 19.87% | 27.44%-7.6pp | 43.79%-23.9pp | 29.38%-9.5pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,748 | $3,538-50.6% | $4,937-64.6% | $3,514-50.3% |
| Admin fee / account holder | $502 | $609-17.6% | $9,704-94.8% | $847-40.8% |