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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 81-1315717 2528 ALAMO COUNTRY CIRCLE · ALAMO, CA 94507 | Advisory (Participants) | $15,364 |
Service code 26 · EIN 68-0286056 3150 CROW CANYON PLACE, SUITE 105 · SAN RAMON, CA 94583 | Advisory (Participants) | $12,277 |
Filed as: JOHN HANCOCK LIFE INS. COMPANY Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,868 |
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 | $36,923 | $72,303-48.9% | $86,698-57.4% | $64,824-43.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -10.49% | 392.77%-403.3pp | 35.96%-46.5pp | 32.84%-43.3pp |
| Employer contribution / active EE | $3,724 | $2,393+55.6% | $2,837+31.3% | $2,507+48.5% |
| Participant deferral / active EE | $6,959 | $4,660+49.4% | $4,656+49.5% | $4,311+61.4% |
| Admin fee / account holder | $105 | $174-39.7% | $7,492-98.6% | $188-44.1% |