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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-3200466 656 SANTA ROSA ST., SUITE 3B · SAN LUIS OBISPO, CA 93401 | Advisory (Plan) | $55,777 |
Service code 53 · EIN 94-1737782 211 MAIN ST. · SAN FRANCISCO, CA 94105 | Insurance Commissions | $647 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $126 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,348 | $44,734-45.6% | $99,479-75.5% | $67,582-64.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 73.8%+24.4pp | 71.3%+27.0pp |
| Annual return | 24.32% | 32.45%-8.1pp | 30.72%-6.4pp | 378.57%-354.3pp |
| Employer contribution / active EE | $2,741 | $1,261+117.5% | $2,540+7.9% | $2,148+27.6% |
| Participant deferral / active EE | $508 | $2,731-81.4% | $3,619-86.0% | $3,539-85.6% |
| Admin fee / account holder | $163 | $120+36.4% | $6,253-97.4% | $142+14.7% |