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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,163 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES - SLO Service code 15 · EIN 77-0155091 555 CHORRO STREET SUITE E · SAN LUIS OBIPSO, CA 93405 | Recordkeeping | $3,494 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,387 | $73,638-53.3% | $95,960-64.2% | $73,493-53.2% |
| Participation rate | 60.8% | 76.2%-15.4pp | 77.1%-16.3pp | 70.7%-9.9pp |
| Annual return | 12.52% | 16.78%-4.3pp | 91.63%-79.1pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,015 | $3,617-71.9% | $4,167-75.6% | $3,740-72.9% |
| Admin fee / account holder | $200 | $482-58.4% | $6,797-97.1% | $513-60.9% |