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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $22,779 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $716 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $102,957 | $89,370+15.2% | $141,197-27.1% | $72,976+41.1% |
| Participation rate | 67.0% | 75.1%-8.1pp | 82.5%-15.5pp | 69.5%-2.5pp |
| Annual return | 18.11% | 111.88%-93.8pp | 71.41%-53.3pp | 81.02%-62.9pp |
| Employer contribution / active EE | $2,158 | $3,115-30.7% | $4,736-54.4% | $2,440-11.6% |
| Participant deferral / active EE | $4,015 | $5,419-25.9% | $6,710-40.2% | $3,608+11.3% |
| Admin fee / account holder | $11 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |