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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL, LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,250 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,013 | $61,356-16.9% | $149,696-65.9% | $71,511-28.7% |
| Participation rate | 99.0% | 62.5%+36.5pp | 78.8%+20.3pp | 67.9%+31.1pp |
| Annual return | 19.70% | 35.86%-16.2pp | 134.46%-114.8pp | 28.86%-9.2pp |
| Employer contribution / active EE | $5,057 | $2,382+112.3% | $4,821+4.9% | $2,589+95.3% |
| Participant deferral / active EE | $5,811 | $2,920+99.0% | $5,682+2.3% | $4,291+35.4% |
| Admin fee / account holder | $295 | $1,263-76.6% | $13,212-97.8% | $1,588-81.4% |