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| Provider | Service type | Compensation |
|---|---|---|
SAGEPOINT FINANCIAL INC2 years Filed as: FSC SECURITIES CORP. Service code 22 · EIN 58-1152673 | Insurance Broker | $0 |
HICKS PENSION SERVICES7+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
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.
Annual investment return 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 | $48,720 | $77,660-37.3% | $109,143-55.4% | $79,386-38.6% |
| Participation rate | 67.5% | 67.8%-0.3pp | 75.9%-8.4pp | 70.7%-3.2pp |
| Annual return | 8.37% | 23.44%-15.1pp | 25.75%-17.4pp | 116.85%-108.5pp |
| Employer contribution / active EE | $4,209 | $2,797+50.5% | $3,722+13.1% | $2,427+73.4% |
| Participant deferral / active EE | $1,535 | $3,518-56.4% | $4,653-67.0% | $4,046-62.1% |
| Admin fee / account holder | $127 | $732-82.6% | $6,752-98.1% | $626-79.7% |