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| Provider | Service type | Compensation |
|---|---|---|
PENSION PROFESSIONALS, INC.6 years Service code 13 · EIN 33-0001862 30212 TOMAS, SUITE 275 · RANCHO SANTA MARGARITA, CA 92688 | Contract Administrator | $2,885 |
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 | $108,659 | $65,437+66.1% | $86,698+25.3% | $66,949+62.3% |
| Participation rate | 95.0% | 75.5%+19.6pp | 76.6%+18.4pp | 69.8%+25.2pp |
| Annual return | -11.06% | -10.91%-0.2pp | 35.96%-47.0pp | 1.57%-12.6pp |
| Employer contribution / active EE | $6,925 | $2,154+221.5% | $2,837+144.1% | $2,545+172.0% |
| Participant deferral / active EE | $3,109 | $4,102-24.2% | $4,656-33.2% | $4,239-26.7% |
| Admin fee / account holder | $17 | $642-97.3% | $7,492-99.8% | $594-97.1% |