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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $6,932 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $2,116 |
HICKS PENSION SERVICES4 years Filed as: HICKS PENSION SERVICES - FRESNO Service code 15 · EIN 94-2158860 | Recordkeeping | $825 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,415 | $49,471-78.9% | $79,583-86.9% | $66,949-84.4% |
| Participation rate | 62.1% | 61.4%+0.8pp | 69.5%-7.4pp | 69.8%-7.7pp |
| Annual return | -16.36% | 84.30%-100.7pp | 0.16%-16.5pp | 1.57%-17.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,414-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,625 | $3,160+14.7% | $3,986-9.0% | $4,239-14.5% |
| Admin fee / account holder | $126 | $595-78.8% | $6,835-98.2% | $594-78.7% |