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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA INVESTMENT SERVICES, LLC Service code 26 1012 11TH ST., STE 200L00R STE A · MODESTO, CA 95356 | Advisory (Participants) | $52,856 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES · BUFFALO, NY 142010600 | Recordkeeping | $36,063 |
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 | $74,239 | $89,093-16.7% | $102,434-27.5% | $77,736-4.5% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.7pp |
| Annual return | 21.51% | 25.03%-3.5pp | 29.46%-7.9pp | 31.26%-9.7pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $5,664 | $5,147+10.0% | $5,055+12.0% | $4,651+21.8% |
| Admin fee / account holder | $266 | $236+12.6% | $9,462-97.2% | $433-38.7% |