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| Provider | Service type | Compensation |
|---|---|---|
MRAZ AMERINE AND ASSOCIATES8+ years Service code 26 · EIN 45-3660564 1120 13TH ST, #K · MODESTO, CA 95354 | Advisory (Participants) | $36,774 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 13 1165 SCENIC DRIVE, BLDG B-1 · MODESTO, CA 95350 | Contract Administrator | $4,970 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,334 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,184 | $86,655+12.2% | $119,608-18.7% | $66,930+45.2% |
| Participation rate | 50.9% | 75.6%-24.6pp | 79.3%-28.3pp | 69.8%-18.9pp |
| Annual return | -14.71% | -8.00%-6.7pp | -14.98%+0.3pp | 1.57%-16.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,223 | $4,358-49.0% | $5,601-60.3% | $4,238-47.5% |
| Admin fee / account holder | $582 | $755-22.9% | $10,326-94.4% | $593-1.9% |