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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $12,835 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,318 | $73,863-46.8% | $143,797-72.7% | $68,490-42.6% |
| Participation rate | 97.9% | 66.7%+31.3pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -17.85% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $4,497 | $3,185+41.2% | $4,952-9.2% | $2,597+73.2% |
| Participant deferral / active EE | $5,626 | $3,385+66.2% | $5,638-0.2% | $4,028+39.7% |
| Admin fee / account holder | $258 | $5,756-95.5% | $14,679-98.2% | $5,403-95.2% |