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| Provider | Service type | Compensation |
|---|---|---|
HICKS PENSION SERVICES2+ years Service code 13 · EIN 94-2158860 3459 W. SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $12,925 |
JWT & ASSOCIATES, LLP2+ years Filed as: JWT AND ASSOCIATES, LLP Service code 10 · EIN 47-2718509 | Accounting | $8,500 |
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 | $46,785 | $39,819+17.5% | $67,834-31.0% | $57,658-18.9% |
| Participation rate | 98.4% | 61.2%+37.2pp | 68.8%+29.6pp | 70.2%+28.2pp |
| Annual return | 6.95% | 9.19%-2.2pp | 138.47%-131.5pp | 5.13%+1.8pp |
| Employer contribution / active EE | $3,566 | $1,277+179.3% | $2,403+48.4% | $1,974+80.7% |
| Participant deferral / active EE | $2,286 | $2,209+3.5% | $3,160-27.7% | $3,061-25.3% |
| Admin fee / account holder | $58 | $84-30.8% | $4,622-98.7% | $95-38.7% |