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| Provider | Service type | Compensation |
|---|---|---|
PENSION PROFESSIONALS, INC.4 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $4,885 |
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.
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 | $89,154 | $73,638+21.1% | $95,964-7.1% | $73,497+21.3% |
| Participation rate | 98.7% | 76.2%+22.6pp | 77.1%+21.7pp | 70.7%+28.1pp |
| Annual return | 3.33% | 16.78%-13.4pp | 91.64%-88.3pp | 28.51%-25.2pp |
| Employer contribution / active EE | $2,291 | $1,863+22.9% | $2,541-9.9% | $2,270+0.9% |
| Participant deferral / active EE | $5,937 | $3,617+64.1% | $4,167+42.5% | $3,740+58.7% |
| Admin fee / account holder | $28 | $482-94.2% | $6,797-99.6% | $513-94.6% |