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| Provider | Service type | Compensation |
|---|---|---|
PENSION PROFESSIONALS, INC.3 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $3,500 |
Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,903 | $65,378+34.5% | $87,103+0.9% | $65,186+34.8% |
| Participation rate | 98.7% | 75.3%+23.3pp | 76.9%+21.8pp | 70.2%+28.5pp |
| Annual return | 5.00% | 31.28%-26.3pp | 28.19%-23.2pp | 29.39%-24.4pp |
| Employer contribution / active EE | $1,755 | $1,823-3.7% | $2,521-30.4% | $2,177-19.4% |
| Participant deferral / active EE | $5,847 | $3,389+72.6% | $4,049+44.4% | $3,514+66.4% |
| Admin fee / account holder | $21 | $520-95.9% | $7,491-99.7% | $847-97.5% |