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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $32,998 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 27-4171978 | Advisory (Plan) | $32,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,422 | $100,272-57.7% | $170,043-75.1% | $74,460-43.0% |
| Participation rate | 42.4% | 87.4%-45.0pp | 87.0%-44.7pp | 70.7%-28.4pp |
| Annual return | 17.47% | 66.12%-48.6pp | 53.40%-35.9pp | 34.38%-16.9pp |
| Employer contribution / active EE | $0 | $4,266-100.0% | $6,790-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $2,566 | $7,147-64.1% | $10,410-75.4% | $4,530-43.4% |
| Admin fee / account holder | $296 | $235+26.1% | $12,824-97.7% | $348-14.9% |