Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $23,906 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,456 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $18,125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,944 | $67,598-76.4% | $75,901-79.0% | $77,775-79.5% |
| Participation rate | 39.9% | 69.6%-29.7pp | 69.3%-29.4pp | 73.2%-33.3pp |
| Annual return | 51.33% | 23.18%+28.2pp | 30.76%+20.6pp | 32.58%+18.8pp |
| Employer contribution / active EE | $658 | $2,430-72.9% | $2,501-73.7% | $2,504-73.7% |
| Participant deferral / active EE | $1,072 | $3,502-69.4% | $3,603-70.2% | $3,966-73.0% |
| Admin fee / account holder | $34 | $96-64.7% | $5,420-99.4% | $100-66.0% |