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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Service code 27 75 STATE STREET, 22ND FLOOR · BOSTON, MA 02109 | Advisory (Plan) | $68,835 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,974 | $65,453+32.9% | $86,698+0.3% | $66,938+29.9% |
| Participation rate | 64.6% | 75.5%-10.8pp | 76.6%-12.0pp | 69.8%-5.2pp |
| Annual return | -16.79% | -10.89%-5.9pp | 35.95%-52.7pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,668 | $2,154+70.3% | $2,837+29.3% | $2,545+44.1% |
| Participant deferral / active EE | $9,002 | $4,102+119.5% | $4,656+93.3% | $4,238+112.4% |
| Admin fee / account holder | $642 | $642+0.1% | $7,493-91.4% | $594+8.2% |