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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $2,376 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,373 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,372 | $71,878-10.4% | $86,698-25.8% | $68,486-6.0% |
| Participation rate | 88.3% | 72.2%+16.0pp | 76.6%+11.7pp | 67.9%+20.4pp |
| Annual return | -1.45% | 3.53%-5.0pp | 35.95%-37.4pp | -7.85%+6.4pp |
| Employer contribution / active EE | $3,305 | $2,173+52.1% | $2,837+16.5% | $2,597+27.3% |
| Participant deferral / active EE | $5,571 | $3,779+47.4% | $4,656+19.6% | $4,028+38.3% |
| Admin fee / account holder | $285 | $6,113-95.3% | $7,493-96.2% | $5,404-94.7% |