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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 86-1492281 7447 N. FRESNO STREET, SUITE 102 · FRESNO, CA 93720 | Advisory (Participants) | $23,450 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $296 |
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 | $146,758 | $86,050+70.5% | $189,758-22.7% | $94,015+56.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 12.54% | 17.77%-5.2pp | 52.62%-40.1pp | 17.84%-5.3pp |
| Employer contribution / active EE | $7,001 | $2,819+148.3% | $4,767+46.9% | $2,790+150.9% |
| Participant deferral / active EE | $4,073 | $3,349+21.6% | $5,856-30.5% | $4,249-4.2% |
| Admin fee / account holder | $72 | $6,627-98.9% | $20,388-99.6% | $8,951-99.2% |