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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $25,719 |
HICKS PENSION SERVICES6 years Filed as: HICKS PENSION SERVICES - SLO Service code 15 · EIN 77-0155091 555 CHORRO STREET SUITE E · SAN LUIS OBIPSO, CA 93405 | Recordkeeping | $8,694 |
Service code 10 · EIN 95-4345526 11444 W OLYMPIC BLVD · LOS ANGELES, CA 90064 | Accounting | $7,693 |
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,080 | $79,223-50.7% | $102,460-61.9% | $74,478-47.5% |
| Participation rate | 52.9% | 74.8%-21.9pp | 76.5%-23.6pp | 67.2%-14.3pp |
| Annual return | 10.75% | 54.98%-44.2pp | 29.47%-18.7pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,124 | $4,417-74.6% | $5,056-77.8% | $4,350-74.2% |
| Admin fee / account holder | $343 | $2,003-82.9% | $9,460-96.4% | $1,946-82.4% |