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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 |
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 | $146,758 | $78,690+86.5% | $161,489-9.1% | $87,485+67.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.54% | 32.74%-20.2pp | 89.72%-77.2pp | 26.06%-13.5pp |
| Employer contribution / active EE | $7,001 | $2,588+170.5% | $4,268+64.0% | $2,596+169.6% |
| Participant deferral / active EE | $4,073 | $3,311+23.0% | $5,630-27.7% | $4,274-4.7% |
| Admin fee / account holder | $72 | $6,724-98.9% | $16,006-99.6% | $7,775-99.1% |