Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $30,112 |
HICKS PENSION SERVICES5 years Service code 13 · EIN 77-0155091 555 CHORRO STREET SUITE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $1,450 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,159 |
QUALLIFIED SERVICES INC. DBA3 years Service code 13 · EIN 77-0155091 HICKS PENSION SERVICES · SAN LUIS OBISPO, CA 93405 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $53,169 | $81,487-34.8% | $102,412-48.1% | $80,935-34.3% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 9.23% | 25.60%-16.4pp | 24.94%-15.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $2,733 | $3,103-11.9% | $3,870-29.4% | $2,757-0.9% |
| Participant deferral / active EE | $3,029 | $3,871-21.8% | $5,060-40.2% | $4,299-29.6% |
| Admin fee / account holder | $288 | $6,717-95.7% | $8,388-96.6% | $6,924-95.8% |