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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDMOND HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $56,957 |
Filed as: JOHN HANCOCK LIFE INS CO NEW YORK Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,743 | $95,417+21.3% | $135,974-14.9% | $74,460+55.4% |
| Participation rate | 87.9% | 78.2%+9.7pp | 81.9%+6.0pp | 70.7%+17.2pp |
| Annual return | 34.29% | 32.76%+1.5pp | 68.30%-34.0pp | 34.38%-0.1pp |
| Employer contribution / active EE | $7,283 | $3,878+87.8% | $4,859+49.9% | $2,638+176.1% |
| Participant deferral / active EE | $14,944 | $7,789+91.9% | $7,760+92.6% | $4,530+229.9% |
| Admin fee / account holder | $298 | $266+11.9% | $10,767-97.2% | $348-14.3% |