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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES INC Service code 15 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $21,128 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,816 |
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 | $42,185 | $42,396-0.5% | $67,313-37.3% | $56,289-25.1% |
| Participation rate | 99.4% | 61.0%+38.4pp | 69.1%+30.3pp | 69.9%+29.5pp |
| Annual return | -5.79% | -36.63%+30.8pp | -4.08%-1.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $3,377 | $1,414+138.9% | $2,566+31.6% | $2,111+60.0% |
| Participant deferral / active EE | $1,463 | $2,360-38.0% | $3,568-59.0% | $3,350-56.3% |
| Admin fee / account holder | $135 | $510-73.6% | $4,507-97.0% | $521-74.1% |