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| Provider | Service type | Compensation |
|---|---|---|
PENSION PROFESSIONALS, INC.5 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $4,125 |
Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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 | $111,387 | $84,936+31.1% | $111,308+0.1% | $79,391+40.3% |
| Participation rate | 96.0% | 75.9%+20.1pp | 77.3%+18.7pp | 70.7%+25.3pp |
| Annual return | 23.00% | 17.45%+5.5pp | 54.67%-31.7pp | 116.88%-93.9pp |
| Employer contribution / active EE | $2,787 | $1,979+40.8% | $2,732+2.0% | $2,428+14.8% |
| Participant deferral / active EE | $6,317 | $3,888+62.5% | $4,487+40.8% | $4,046+56.1% |
| Admin fee / account holder | $24 | $537-95.6% | $7,965-99.7% | $627-96.2% |