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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $888 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $0 |
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 | $39,520 | $66,319-40.4% | $93,621-57.8% | $65,185-39.4% |
| Participation rate | 91.2% | 74.0%+17.2pp | 75.8%+15.3pp | 70.2%+21.0pp |
| Annual return | 29.38% | 42.59%-13.2pp | 32.76%-3.4pp | 29.38%0pp |
| Employer contribution / active EE | $2,389 | $2,013+18.7% | $2,719-12.1% | $2,177+9.8% |
| Participant deferral / active EE | $5,754 | $3,343+72.1% | $4,070+41.4% | $3,514+63.8% |
| Admin fee / account holder | $277 | $6,900-96.0% | $7,890-96.5% | $847-67.3% |