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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $42,728 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $5,783 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,433 | $50,919-32.4% | $155,556-77.9% | $77,762-55.7% |
| Participation rate | 86.1% | 63.1%+23.0pp | 78.2%+7.9pp | 70.6%+15.5pp |
| Annual return | 15.21% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,738 | $1,991-12.7% | $4,675-62.8% | $2,728-36.3% |
| Participant deferral / active EE | $4,787 | $2,824+69.5% | $5,631-15.0% | $4,651+2.9% |
| Admin fee / account holder | $285 | $437-34.7% | $15,885-98.2% | $433-34.1% |