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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMAND JAMES FSA Service code 26 · EIN 59-2937883 | Advisory (Participants) | $28,406 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 P.O. BOX 734602 · CHICAGO, IL 19025 | Recordkeeping | $5,914 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-2333346 | Recordkeeping | $1,817 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,973 | $83,023-75.9% | $102,437-80.5% | $77,762-74.3% |
| Participation rate | 38.0% | 71.5%-33.5pp | 74.5%-36.5pp | 70.6%-32.6pp |
| Annual return | 7.15% | 19.12%-12.0pp | 24.95%-17.8pp | 31.27%-24.1pp |
| Employer contribution / active EE | $200 | $3,552-94.4% | $3,871-94.8% | $2,728-92.7% |
| Participant deferral / active EE | $1,482 | $4,110-63.9% | $5,060-70.7% | $4,651-68.1% |
| Admin fee / account holder | $196 | $639-69.3% | $8,388-97.7% | $433-54.7% |