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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $48,333 |
AMERIBEN4 years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0497661 | Contract Administrator | $3,075 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,025 | $72,066+8.3% | $81,716-4.5% | $90,274-13.6% |
| Participation rate | 22.2% | 78.9%-56.7pp | 72.0%-49.8pp | 73.4%-51.1pp |
| Annual return | 14.47% | 15.92%-1.5pp | 29.49%-15.0pp | 53.97%-39.5pp |
| Employer contribution / active EE | $621 | $2,335-73.4% | $4,310-85.6% | $2,523-75.4% |
| Participant deferral / active EE | $1,115 | $3,557-68.6% | $7,108-84.3% | $4,231-73.6% |
| Admin fee / account holder | $400 | $92+332.6% | $5,159-92.2% | $114+250.7% |