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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES, INC. Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $5,561 |
Filed as: VOYA RETIREMENT INSUR & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,421 | $98,750-42.9% | $149,696-62.3% | $79,858-29.3% |
| Participation rate | 46.4% | 75.8%-29.4pp | 82.5%-36.1pp | 69.6%-23.2pp |
| Annual return | 14.91% | 27.43%-12.5pp | 276.60%-261.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $584 | $3,216-81.8% | $4,644-87.4% | $2,471-76.3% |
| Participant deferral / active EE | $8,088 | $5,680+42.4% | $6,842+18.2% | $3,740+116.3% |
| Admin fee / account holder | $82 | $6,053-98.6% | $9,309-99.1% | $5,306-98.5% |