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| Provider | Service type | Compensation |
|---|---|---|
PRIVATE WEALTH ADVISORS3 years Service code 26 · EIN 38-3744739 7447 N. FIRST STREET · FRESNO, CA 93720 | Advisory (Participants) | $19,259 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $308 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,474 | $91,190-8.5% | $178,490-53.2% | $79,858+4.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 7.23% | 24.19%-17.0pp | 151.07%-143.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $4,944 | $3,256+51.8% | $5,011-1.3% | $2,471+100.1% |
| Participant deferral / active EE | $3,353 | $3,236+3.6% | $5,202-35.5% | $3,740-10.3% |
| Admin fee / account holder | $358 | $6,751-94.7% | $13,984-97.4% | $5,306-93.3% |