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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $37,493 |
Filed as: WILSHIRE ASSOCIATES INC (NY) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,690 |
Filed as: JOHN HANCOCK LIFE INS CO NEW YORK Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $272 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,285 | $100,801-28.3% | $149,745-51.7% | $73,412-1.5% |
| Participation rate | 88.3% | 77.7%+10.6pp | 82.5%+5.8pp | 72.2%+16.1pp |
| Annual return | 76.46% | 265.34%-188.9pp | 276.72%-200.3pp | 59.30%+17.2pp |
| Employer contribution / active EE | $4,801 | $3,312+45.0% | $4,646+3.3% | $2,234+114.9% |
| Participant deferral / active EE | $12,071 | $6,404+88.5% | $6,843+76.4% | $3,806+217.2% |
| Admin fee / account holder | $243 | $181+34.2% | $9,312-97.4% | $158+53.7% |