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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES INC Service code 15 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $12,105 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,262 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,432 | $46,745-30.6% | $60,547-46.4% | $52,331-38.0% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | -6.03% | 0.61%-6.6pp | 335.64%-341.7pp | 4.54%-10.6pp |
| Employer contribution / active EE | $2,973 | $1,259+136.2% | $2,419+22.9% | $1,882+58.0% |
| Participant deferral / active EE | $1,440 | $2,145-32.9% | $3,328-56.7% | $3,022-52.4% |
| Admin fee / account holder | $80 | $537-85.0% | $4,536-98.2% | $592-86.4% |