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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES6+ years Service code 26 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $29,533 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $6,742 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,584 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,843 | $81,474+11.5% | $133,971-32.2% | $73,493+23.6% |
| Participation rate | 54.0% | 76.4%-22.3pp | 79.8%-25.8pp | 70.7%-16.7pp |
| Annual return | 11.26% | 19.40%-8.1pp | 45.09%-33.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,647 | $3,786-56.5% | $5,047-67.4% | $3,740-56.0% |
| Admin fee / account holder | $417 | $713-41.5% | $8,929-95.3% | $513-18.7% |