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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $26,584 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 24 · EIN 04-3046611 | Discretionary Trustee | $17,752 |
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 | $25,345 | $101,653-75.1% | $147,080-82.8% | $74,459-66.0% |
| Participation rate | 83.5% | 75.6%+7.9pp | 82.2%+1.3pp | 67.2%+16.2pp |
| Annual return | 12.76% | 8754.98%-8742.2pp | 420.17%-407.4pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,995 | $3,813-47.7% | $4,933-59.6% | $2,626-24.0% |
| Participant deferral / active EE | $2,611 | $7,304-64.2% | $8,066-67.6% | $4,350-40.0% |
| Admin fee / account holder | $356 | $1,752-79.7% | $12,989-97.3% | $1,945-81.7% |