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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,826 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,182 |
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 | $29,781 | $52,293-43.0% | $178,503-83.3% | $73,412-59.4% |
| Participation rate | 87.4% | 65.3%+22.0pp | 81.9%+5.4pp | 72.2%+15.2pp |
| Annual return | 18.32% | 34.75%-16.4pp | 151.12%-132.8pp | 59.30%-41.0pp |
| Employer contribution / active EE | $1,344 | $1,736-22.6% | $5,011-73.2% | $2,234-39.8% |
| Participant deferral / active EE | $3,711 | $2,333+59.0% | $5,202-28.7% | $3,806-2.5% |
| Admin fee / account holder | $170 | $127+33.2% | $13,987-98.8% | $158+7.4% |