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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $40,044 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,886 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,055 | $69,159-4.5% | $125,175-47.2% | $67,579-2.3% |
| Participation rate | 83.2% | 78.2%+5.0pp | 79.8%+3.4pp | 71.3%+11.9pp |
| Annual return | 6.65% | 27.12%-20.5pp | 43.79%-37.1pp | 378.56%-371.9pp |
| Employer contribution / active EE | $2,107 | $2,023+4.2% | $3,865-45.5% | $2,148-1.9% |
| Participant deferral / active EE | $3,862 | $3,700+4.4% | $4,937-21.8% | $3,539+9.1% |
| Admin fee / account holder | $259 | $142+82.4% | $9,702-97.3% | $142+81.7% |