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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $86,186 |
Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $20,000 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $12,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,998 | $86,897+63.4% | $151,645-6.4% | $64,824+119.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | -14.56% | -3.57%-11.0pp | 3.34%-17.9pp | 32.84%-47.4pp |
| Employer contribution / active EE | $7,793 | $4,010+94.3% | $6,165+26.4% | $2,507+210.8% |
| Participant deferral / active EE | $13,155 | $6,690+96.6% | $8,363+57.3% | $4,311+205.1% |
| Admin fee / account holder | $194 | $153+26.8% | $11,614-98.3% | $188+3.2% |