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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC -RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $6,915 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $864 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $125 |
Participant contribution per participant 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 | $14,960 | $64,138-76.7% | $112,258-86.7% | $66,930-77.6% |
| Participation rate | 90.5% | 68.5%+22.0pp | 75.1%+15.4pp | 69.8%+20.7pp |
| Annual return | -17.34% | -13.81%-3.5pp | 27.47%-44.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,193 | $3,006-27.1% | $3,636-39.7% | $2,545-13.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $240 | $625-61.6% | $6,411-96.3% | $593-59.6% |