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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $21,522 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $584 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,863 | $77,817+14.2% | $123,553-28.1% | $64,173+38.5% |
| Participation rate | 78.0% | 74.7%+3.3pp | 82.3%-4.3pp | 69.6%+8.5pp |
| Annual return | -5.55% | 12.49%-18.0pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,184 | $3,014-27.5% | $4,628-52.8% | $2,381-8.3% |
| Participant deferral / active EE | $4,106 | $5,240-21.6% | $6,426-36.1% | $3,470+18.3% |
| Admin fee / account holder | $13 | $5,519-99.8% | $9,284-99.9% | $4,887-99.7% |