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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,107 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,565 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,502 | $56,540-46.1% | $185,851-83.6% | $86,821-64.9% |
| Participation rate | 86.6% | 65.5%+21.1pp | 81.7%+4.9pp | 72.3%+14.4pp |
| Annual return | 18.32% | 118.20%-99.9pp | 122.11%-103.8pp | 97.94%-79.6pp |
| Employer contribution / active EE | $1,519 | $1,844-17.6% | $5,168-70.6% | $2,406-36.8% |
| Participant deferral / active EE | $4,335 | $2,555+69.6% | $5,569-22.2% | $4,132+4.9% |
| Admin fee / account holder | $243 | $150+62.2% | $16,245-98.5% | $170+43.2% |