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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY LLC Service code 15 · EIN 80-0709115 | Recordkeeping | $33,213 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,377 | $93,010-22.2% | $96,538-25.0% | $74,473-2.8% |
| Participation rate | 82.9% | 71.6%+11.4pp | 74.3%+8.6pp | 70.7%+12.2pp |
| Annual return | 17.92% | 37.50%-19.6pp | 35.74%-17.8pp | 34.36%-16.4pp |
| Employer contribution / active EE | $1,422 | $3,427-58.5% | $3,740-62.0% | $2,638-46.1% |
| Participant deferral / active EE | $5,559 | $3,971+40.0% | $4,880+13.9% | $4,530+22.7% |
| Admin fee / account holder | $227 | $633-64.1% | $6,737-96.6% | $347-34.6% |