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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Service code 27 114 PACIFICA STE 220 · IRVINE, CA 92618 | Advisory (Plan) | $38,046 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $9,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,173 | $79,961+29.0% | $98,462+4.8% | $75,177+37.2% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.2%+20.4pp | 67.2%+28.4pp |
| Annual return | 16.47% | 19.75%-3.3pp | 21.17%-4.7pp | 160.75%-144.3pp |
| Employer contribution / active EE | $3,407 | $2,264+50.5% | $3,049+11.7% | $2,671+27.5% |
| Participant deferral / active EE | $6,831 | $3,753+82.0% | $4,738+44.2% | $4,126+65.5% |
| Admin fee / account holder | $413 | $6,842-94.0% | $8,875-95.3% | $5,651-92.7% |