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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BURNHAM GIBSON Service code 27 2050 MAIN STREET · IRVINE, CA 92614 | Advisory (Plan) | $29,832 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $100 |
CAPITAL ANALYST1+ years Service code 27 1130 SOUTH FLORIDA ST. · LOS ANGELES, CA 90015 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,208 | $51,642-35.7% | $129,384-74.3% | $80,935-59.0% |
| Participation rate | 65.8% | 56.9%+8.8pp | 69.6%-3.9pp | 67.7%-1.9pp |
| Annual return | 15.15% | 20.78%-5.6pp | 9461.77%-9446.6pp | 35.66%-20.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,325 | $2,670+136.9% | $4,166+51.8% | $4,299+47.1% |
| Admin fee / account holder | $78 | $4,312-98.2% | $7,686-99.0% | $6,924-98.9% |