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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES INC Service code 15 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $22,528 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,631 |
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 | $41,119 | $46,297-11.2% | $71,671-42.6% | $62,293-34.0% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 11.33% | 22.32%-11.0pp | 20.65%-9.3pp | 28.90%-17.6pp |
| Employer contribution / active EE | $3,454 | $1,412+144.6% | $2,460+40.4% | $2,042+69.1% |
| Participant deferral / active EE | $1,594 | $2,235-28.7% | $3,438-53.6% | $3,169-49.7% |
| Admin fee / account holder | $137 | $461-70.4% | $5,558-97.5% | $479-71.5% |