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| Provider | Service type | Compensation |
|---|---|---|
BB&T INSURANCE SERVICES1+ years Filed as: WS CA INSURANCE SERVICES LLC Service code 55 | Other Commissions | $2,936 |
HICKS PENSION SERVICES1+ years Filed as: HICKS PENSION SERVICES - FRESNO Service code 37 · EIN 94-2158860 | Loan Processing | $575 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $16 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,997 | $46,360-24.5% | $147,617-76.3% | $52,331-33.1% |
| Participation rate | 13.6% | 64.9%-51.4pp | 84.6%-71.1pp | 68.1%-54.5pp |
| Annual return | 0.64% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $129 | $2,126-93.9% | $5,565-97.7% | $1,882-93.1% |
| Participant deferral / active EE | $1,111 | $2,258-50.8% | $4,895-77.3% | $3,022-63.3% |
| Admin fee / account holder | $19 | $766-97.5% | $11,611-99.8% | $592-96.8% |