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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $3,827 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,970 |
HICKS PENSION SERVICES2 years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $675 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,891 | $51,355-90.5% | $90,970-94.6% | - |
| Participation rate | 67.7% | 56.3%+11.4pp | 69.0%-1.3pp | - |
| Annual return | 19.56% | 22.61%-3.1pp | 134.60%-115.0pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $1,950 | $2,212-11.8% | $3,373-42.2% | - |
| Admin fee / account holder | $67 | $7,937-99.2% | $5,961-98.9% | - |