Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $3,719 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $2,421 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,540 | $85,515+19.9% | $112,040-8.5% | $67,986+50.8% |
| Participation rate | 87.3% | 68.2%+19.1pp | 76.5%+10.8pp | 57.2%+30.1pp |
| Annual return | 16.79% | 29.68%-12.9pp | 24.52%-7.7pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,521 | $2,191+60.7% | $2,954+19.2% | $2,019+74.4% |
| Participant deferral / active EE | $5,402 | $4,014+34.6% | $5,098+6.0% | $3,358+60.9% |
| Admin fee / account holder | $244 | $3,774-93.5% | $12,098-98.0% | $3,203-92.4% |