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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $41,091 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 27 4 CAUFIELD PLACE · NEWTOWN, PA 18940 | Advisory (Plan) | $14,803 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $190 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,551 | $71,666-35.0% | $117,860-60.5% | $69,631-33.1% |
| Participation rate | 90.5% | 77.5%+12.9pp | 79.7%+10.8pp | 70.7%+19.8pp |
| Annual return | 16.20% | 18.86%-2.7pp | 335.10%-318.9pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $1,426 | $1,889-24.5% | $3,786-62.3% | $2,032-29.8% |
| Participant deferral / active EE | $5,445 | $3,340+63.0% | $4,482+21.5% | $3,224+68.9% |
| Admin fee / account holder | $116 | $120-3.5% | $8,021-98.6% | $110+5.1% |