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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK INSURANCE COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $919 |
LPL FINANCIAL5 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 | $47,509 | $70,917-33.0% | $98,920-52.0% | $73,493-35.4% |
| Participation rate | 93.0% | 73.8%+19.2pp | 76.0%+17.0pp | 70.7%+22.4pp |
| Annual return | 23.01% | 34.18%-11.2pp | 196.47%-173.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $2,651 | $2,037+30.1% | $2,689-1.4% | $2,270+16.8% |
| Participant deferral / active EE | $6,340 | $3,501+81.1% | $4,245+49.4% | $3,740+69.5% |
| Admin fee / account holder | $286 | $535-46.6% | $6,643-95.7% | $513-44.3% |