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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INS COMPANY USA Service code 15 · EIN 01-0233346 | Recordkeeping | $23,797 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $18,220 |
Filed as: THE PARAGON ALLIANCE GROUP Service code 13 · EIN 23-3044062 | Contract Administrator | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,732 | $106,236-46.6% | $112,263-49.5% | $64,824-12.5% |
| Participation rate | 76.6% | 71.7%+4.9pp | 75.1%+1.6pp | 71.5%+5.1pp |
| Annual return | -17.51% | -6.02%-11.5pp | 27.49%-45.0pp | 32.84%-50.4pp |
| Employer contribution / active EE | $1,237 | $3,167-60.9% | $3,636-66.0% | $2,507-50.7% |
| Participant deferral / active EE | $4,731 | $3,786+25.0% | $4,7290% | $4,311+9.7% |
| Admin fee / account holder | $215 | $452-52.5% | $6,410-96.7% | $188+14.2% |