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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) | $25,706 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $372 |
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 | $128,098 | $81,276+57.6% | $155,574-17.7% | $80,925+58.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 19.26% | 33.36%-14.1pp | 64.87%-45.6pp | 35.65%-16.4pp |
| Employer contribution / active EE | $7,298 | $3,103+135.2% | $4,676+56.1% | $2,756+164.8% |
| Participant deferral / active EE | $5,631 | $3,453+63.1% | $5,6290% | $4,299+31.0% |
| Admin fee / account holder | $274 | $7,993-96.6% | $15,914-98.3% | $6,940-96.1% |