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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $2,271 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $958 |
HICKS PENSION SERVICES1 year Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,873 | $91,111-96.8% | $84,023-96.6% | - |
| Participation rate | 82.8% | 59.1%+23.8pp | 69.0%+13.8pp | - |
| Annual return | 45.92% | 12.53%+33.4pp | 71.32%-25.4pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,984-100.0% | - |
| Participant deferral / active EE | $1,993 | $2,182-8.7% | $3,239-38.5% | - |
| Admin fee / account holder | $33 | $22,833-99.9% | $6,102-99.5% | - |