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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $8,675 |
Filed as: WISHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,084 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,487 | $80,731-78.3% | $103,378-83.1% | $74,400-76.5% |
| Participation rate | 88.1% | 65.7%+22.5pp | 74.5%+13.6pp | 67.2%+20.9pp |
| Annual return | 7.25% | 27.56%-20.3pp | 24.91%-17.7pp | 1367.51%-1360.3pp |
| Employer contribution / active EE | $1,824 | $3,159-42.3% | $3,870-52.9% | $2,624-30.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $660 | $2,369-72.2% | $8,401-92.1% | $1,944-66.1% |