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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES3 years Filed as: EDELMAN FINANCIAL ENGINES LLC Service code 64 · EIN 47-5324976 | Recordkeeping Fees | $32,505 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $19,503 |
BIDWELL CONSULTING SERVICES, INC.10+ years Service code 13 · EIN 20-3039384 3251 ESPLANADE · CHICO, CA 95973 | Contract Administrator | $14,423 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,922 | $80,731-22.1% | $103,374-39.1% | $74,546-15.6% |
| Participation rate | 94.7% | 65.7%+29.0pp | 74.5%+20.2pp | 67.2%+27.5pp |
| Annual return | 7.89% | 27.56%-19.7pp | 24.89%-17.0pp | 1366.03%-1358.1pp |
| Employer contribution / active EE | $12,593 | $3,158+298.8% | $3,869+225.5% | $2,624+379.9% |
| Participant deferral / active EE | $2,943 | $3,860-23.8% | $5,058-41.8% | $4,347-32.3% |
| Admin fee / account holder | $300 | $2,369-87.3% | $8,394-96.4% | $1,944-84.6% |