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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Service code 26 7050 N. FRESNO ST. SUITE 105 · FRESNO, CA 93720 | Advisory (Participants) | $58,800 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $908 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,613 | $62,164+150.3% | $81,482+91.0% | $74,400+109.2% |
| Participation rate | 64.5% | 64.1%+0.4pp | 69.5%-5.0pp | 67.2%-2.7pp |
| Annual return | 21.26% | 16.50%+4.8pp | 24.79%-3.5pp | 1367.51%-1346.3pp |
| Employer contribution / active EE | $3,056 | $1,884+62.2% | $2,463+24.1% | $2,624+16.4% |
| Participant deferral / active EE | $5,647 | $3,230+74.8% | $3,885+45.3% | $4,348+29.9% |
| Admin fee / account holder | $728 | $1,923-62.1% | $5,761-87.4% | $1,944-62.5% |