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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 | $6,900 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $2,305 |
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 | $42,523 | $61,356-30.7% | $149,696-71.6% | $71,511-40.5% |
| Participation rate | 71.3% | 62.5%+8.8pp | 78.8%-7.4pp | 67.9%+3.4pp |
| Annual return | 15.76% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,818 | $2,382+18.3% | $4,821-41.6% | $2,589+8.8% |
| Participant deferral / active EE | $2,658 | $2,920-8.9% | $5,682-53.2% | $4,291-38.0% |
| Admin fee / account holder | $57 | $1,263-95.5% | $13,212-99.6% | $1,588-96.4% |