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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $29,367 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 123 LEE ST. NE · DECATUR, AL 35601 | Advisory (Plan) | $20,307 |
Filed as: DE LA HOZ, PEREZ & BARBEITO, PLLC Service code 10 · EIN 86-1316204 | Accounting | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,359 | $46,325-32.3% | $143,788-78.2% | $64,814-51.6% |
| Participation rate | 34.5% | 64.2%-29.8pp | 80.3%-45.9pp | 71.5%-37.0pp |
| Annual return | -18.29% | -10.05%-8.2pp | -0.03%-18.3pp | 32.84%-51.1pp |
| Employer contribution / active EE | $580 | $1,911-69.7% | $4,952-88.3% | $2,507-76.9% |
| Participant deferral / active EE | $974 | $2,647-63.2% | $5,638-82.7% | $4,310-77.4% |
| Admin fee / account holder | $230 | $154+49.2% | $14,675-98.4% | $188+22.2% |