Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,781-22.1% | $102,437-38.6% | $74,478-15.5% |
| Participation rate | 94.7% | 65.7%+29.0pp | 74.5%+20.2pp | 67.2%+27.4pp |
| Annual return | 7.89% | 27.58%-19.7pp | 24.95%-17.1pp | 1370.56%-1362.7pp |
| Employer contribution / active EE | $12,593 | $3,160+298.5% | $3,871+225.3% | $2,626+379.5% |
| Participant deferral / active EE | $2,943 | $3,862-23.8% | $5,060-41.8% | $4,350-32.3% |
| Admin fee / account holder | $300 | $2,372-87.4% | $8,388-96.4% | $1,946-84.6% |