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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $92,361 |
Service code 15 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Recordkeeping | $54,200 |
CARON & BLETZER, PLLC8 years Service code 10 · EIN 04-3499945 | Accounting | $15,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,228 | $100,272+66.8% | $170,043-1.7% | $74,460+124.6% |
| Participation rate | 98.2% | 87.4%+10.9pp | 87.0%+11.2pp | 70.7%+27.5pp |
| Annual return | 17.75% | 66.12%-48.4pp | 53.40%-35.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $7,832 | $4,266+83.6% | $6,790+15.4% | $2,638+196.9% |
| Participant deferral / active EE | $13,714 | $7,147+91.9% | $10,410+31.7% | $4,530+202.7% |
| Admin fee / account holder | $315 | $235+34.3% | $12,824-97.5% | $348-9.4% |