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| 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 | $81,334+26.1% | $113,397-9.6% | $64,097+60.0% |
| Participation rate | 87.3% | 65.6%+21.7pp | 76.5%+10.8pp | 55.2%+32.1pp |
| Annual return | 16.79% | 32.50%-15.7pp | 23.20%-6.4pp | 34.64%-17.9pp |
| Employer contribution / active EE | $3,521 | $2,077+69.5% | $2,977+18.3% | $1,891+86.1% |
| Participant deferral / active EE | $5,402 | $3,795+42.3% | $5,076+6.4% | $3,080+75.4% |
| Admin fee / account holder | $244 | $4,208-94.2% | $11,957-98.0% | $3,454-92.9% |