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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $4,447 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,950 |
HICKS PENSION SERVICES3 years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $875 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,993 | $63,138-85.8% | $96,570-90.7% | - |
| Participation rate | 61.6% | 51.5%+10.1pp | 69.8%-8.2pp | - |
| Annual return | 14.25% | 9.15%+5.1pp | 37.79%-23.5pp | - |
| Employer contribution / active EE | $0 | $927-100.0% | $2,357-100.0% | - |
| Participant deferral / active EE | $2,661 | $2,358+12.9% | $3,849-30.9% | - |
| Admin fee / account holder | $84 | $3,542-97.6% | $6,182-98.6% | - |