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| Provider | Service type | Compensation |
|---|---|---|
HANSON BRIDGETT LLP1 year Filed as: HANSON MCCLAIN SECURITIES Service code 55 8775 FOLSOM BLVD STE 100 · SACRAMENTO, CA 95826 | Other Commissions | $19,006 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $137,340 | $60,545+126.8% | $92,240+48.9% | $69,631+97.2% |
| Participation rate | 15.4% | 72.2%-56.8pp | 76.5%-61.1pp | 70.7%-55.3pp |
| Annual return | 17.62% | 19.71%-2.1pp | 176.29%-158.7pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $816 | $2,828-71.2% | $3,897-79.1% | $3,224-74.7% |
| Admin fee / account holder | $160 | $145+10.9% | $5,194-96.9% | $110+45.3% |