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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 | $3,300 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $525 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,448 | $65,125-54.8% | $143,797-79.5% | $66,949-56.0% |
| Participation rate | 76.3% | 65.2%+11.1pp | 80.3%-4.0pp | 69.8%+6.5pp |
| Annual return | -16.38% | -11.13%-5.3pp | -0.04%-16.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $2,635 | $2,362+11.5% | $4,952-46.8% | $2,545+3.5% |
| Participant deferral / active EE | $2,471 | $2,920-15.4% | $5,638-56.2% | $4,239-41.7% |
| Admin fee / account holder | $21 | $503-95.8% | $14,679-99.9% | $594-96.4% |