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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $23,951 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $518 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,304 | $98,776+21.8% | $149,745-19.7% | $79,856+50.7% |
| Participation rate | 77.1% | 75.8%+1.3pp | 82.5%-5.4pp | 69.6%+7.5pp |
| Annual return | 13.44% | 27.38%-13.9pp | 276.72%-263.3pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,760 | $3,217-14.2% | $4,646-40.6% | $2,471+11.7% |
| Participant deferral / active EE | $5,068 | $5,681-10.8% | $6,843-25.9% | $3,741+35.5% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |