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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-1315717 2528 ALAMO COUNTRY CIRCLE · ALAMO, CA 94507 | Advisory (Participants) | $20,875 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $977 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,877 | $84,940-34.2% | $111,306-49.8% | $79,389-29.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.01% | 17.45%-2.4pp | 54.67%-39.7pp | 116.89%-101.9pp |
| Employer contribution / active EE | $3,892 | $1,979+96.6% | $2,732+42.5% | $2,428+60.3% |
| Participant deferral / active EE | $7,013 | $3,889+80.3% | $4,488+56.3% | $4,046+73.3% |
| Admin fee / account holder | $13 | $537-97.7% | $7,966-99.8% | $626-98.0% |