Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 PO BOX 502030 · SAN DIEGO, CA 92150 | Other Commissions | $13,049 |
Filed as: KDP RETIREMENT PLAN SERV INC Service code 13 · EIN 38-3478073 3060 LAKE EASTBROOK BLVD SE · GRAND RAPIDS, MI 49512 | Contract Administrator | $2,100 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,340 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,456 | $60,454-72.8% | $81,844-79.9% | $74,459-77.9% |
| Participation rate | 96.2% | 63.0%+33.3pp | 72.4%+23.8pp | 67.2%+29.0pp |
| Annual return | 18.77% | 16.87%+1.9pp | 778.87%-760.1pp | 1369.70%-1350.9pp |
| Employer contribution / active EE | $2,513 | $2,630-4.4% | $2,916-13.8% | $2,626-4.3% |
| Participant deferral / active EE | $3,925 | $3,398+15.5% | $4,323-9.2% | $4,350-9.8% |
| Admin fee / account holder | $128 | $1,490-91.4% | $7,355-98.3% | $1,945-93.4% |