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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $39,602 |
LPL FINANCIAL3 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $31,273 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NATIONAL ASSOC. Service code 99 · EIN 16-1486454 1100 N MARKET ST. · WILMINGTON, DE 19801 | Other Fees | $9,581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,450 | $54,245-19.9% | $93,727-53.6% | $77,762-44.1% |
| Participation rate | 54.1% | 63.9%-9.8pp | 68.7%-14.6pp | 70.6%-16.4pp |
| Annual return | 16.13% | 30.58%-14.4pp | 133.83%-117.7pp | 31.27%-15.1pp |
| Employer contribution / active EE | $2,141 | $1,168+83.4% | $2,421-11.6% | $2,728-21.5% |
| Participant deferral / active EE | $3,366 | $3,144+7.1% | $4,417-23.8% | $4,651-27.6% |
| Admin fee / account holder | $196 | $575-65.9% | $8,292-97.6% | $433-54.6% |