Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 27 · EIN 95-2834236 | Advisory (Plan) | $98,812 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $87,893 |
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 | $100,037 | $36,916+171.0% | $156,551-36.1% | $57,658+73.5% |
| Participation rate | 93.3% | 63.4%+29.9pp | 84.0%+9.3pp | 70.2%+23.1pp |
| Annual return | 8.47% | 12.38%-3.9pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $4,838 | $1,571+208.0% | $5,501-12.1% | $1,974+145.1% |
| Participant deferral / active EE | $3,930 | $1,926+104.1% | $4,871-19.3% | $3,061+28.4% |
| Admin fee / account holder | $163 | $82+98.0% | $13,028-98.7% | $95+72.8% |