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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES INC Service code 15 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Recordkeeping | $11,510 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,975 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,813 | $51,166-10.5% | $70,544-35.1% | $71,511-35.9% |
| Participation rate | 95.2% | 59.4%+35.8pp | 68.4%+26.8pp | 67.9%+27.2pp |
| Annual return | 10.65% | 42.71%-32.1pp | 32.79%-22.1pp | 28.86%-18.2pp |
| Employer contribution / active EE | $3,430 | $1,793+91.3% | $2,976+15.3% | $2,589+32.5% |
| Participant deferral / active EE | $1,247 | $3,031-58.9% | $4,568-72.7% | $4,291-70.9% |
| Admin fee / account holder | $181 | $2,000-91.0% | $6,427-97.2% | $1,588-88.6% |