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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANACIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $34,132 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $4,273 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,108 | $47,180-40.4% | $149,723-81.2% | $74,473-62.3% |
| Participation rate | 88.8% | 63.4%+25.4pp | 78.8%+10.0pp | 70.7%+18.0pp |
| Annual return | 24.33% | 22.75%+1.6pp | 134.50%-110.2pp | 34.36%-10.0pp |
| Employer contribution / active EE | $1,613 | $1,907-15.4% | $4,821-66.5% | $2,638-38.9% |
| Participant deferral / active EE | $4,542 | $2,730+66.3% | $5,682-20.1% | $4,530+0.3% |
| Admin fee / account holder | $161 | $343-53.1% | $13,215-98.8% | $347-53.6% |