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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years 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 | $1,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,003 | $76,112+1.2% | $96,534-20.2% | $71,511+7.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 76.0%+9.7pp | 67.9%+17.8pp |
| Annual return | 47.13% | 22.81%+24.3pp | 25.88%+21.2pp | 28.86%+18.3pp |
| Employer contribution / active EE | $2,737 | $2,248+21.8% | $2,965-7.7% | $2,589+5.7% |
| Participant deferral / active EE | $4,612 | $4,217+9.4% | $4,851-4.9% | $4,291+7.5% |
| Admin fee / account holder | $242 | $2,708-91.1% | $8,253-97.1% | $1,588-84.8% |