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) | $29,678 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,258 | $73,404+1.2% | $87,102-14.7% | $67,579+9.9% |
| Participation rate | 53.1% | 80.9%-27.8pp | 76.9%-23.8pp | 71.3%-18.2pp |
| Annual return | 23.42% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.1pp |
| Employer contribution / active EE | $1,235 | $2,014-38.7% | $2,521-51.0% | $2,148-42.5% |
| Participant deferral / active EE | $3,839 | $3,913-1.9% | $4,048-5.2% | $3,539+8.5% |
| Admin fee / account holder | $498 | $142+251.8% | $7,491-93.3% | $142+250.1% |