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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BIDWELL CONSULTING SERVICES Service code 63 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | 12b-1 Fees | $5,550 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $950 |
Annual investment return 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 | $32,720 | $58,895-44.4% | $178,503-81.7% | $73,497-55.5% |
| Participation rate | 73.0% | 66.2%+6.7pp | 81.9%-9.0pp | 70.7%+2.3pp |
| Annual return | 10.27% | 24.86%-14.6pp | 151.12%-140.8pp | 28.51%-18.2pp |
| Employer contribution / active EE | $2,415 | $2,236+8.0% | $5,011-51.8% | $2,270+6.4% |
| Participant deferral / active EE | $1,922 | $2,567-25.1% | $5,202-63.1% | $3,740-48.6% |
| Admin fee / account holder | $43 | $400-89.3% | $13,987-99.7% | $513-91.7% |