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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 | $1,725 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,249 | $61,166-45.6% | $185,837-82.1% | $79,393-58.1% |
| Participation rate | 78.1% | 66.6%+11.5pp | 81.7%-3.6pp | 70.7%+7.4pp |
| Annual return | 11.42% | 19.45%-8.0pp | 122.08%-110.7pp | 116.87%-105.4pp |
| Employer contribution / active EE | $2,433 | $2,321+4.8% | $5,168-52.9% | $2,428+0.2% |
| Participant deferral / active EE | $2,178 | $2,789-21.9% | $5,568-60.9% | $4,046-46.2% |
| Admin fee / account holder | $18 | $710-97.4% | $16,241-99.9% | $627-97.1% |