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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Participants) | $28,199 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $480 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,412 | $105,210+8.7% | $159,487-28.3% | $85,851+33.3% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.8%-8.9pp | 69.3%+4.6pp |
| Annual return | 11.32% | 45.08%-33.8pp | 263.71%-252.4pp | 318.63%-307.3pp |
| Employer contribution / active EE | $2,547 | $3,319-23.3% | $4,831-47.3% | $2,565-0.7% |
| Participant deferral / active EE | $4,947 | $5,946-16.8% | $7,354-32.7% | $3,952+25.2% |
| Admin fee / account holder | $11 | $6,934-99.8% | $10,804-99.9% | $6,261-99.8% |