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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $17,350 |
PENSION PLAN SPECIALISTS, PC6 years Service code 49 · EIN 26-1570786 | Other Services | $9,077 |
Filed as: JOHN HANCOCK LIFE INSURANCE Service code 15 · EIN 01-0233346 | Recordkeeping | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,788 | $66,457-46.1% | $81,438-56.1% | $77,671-53.9% |
| Participation rate | 44.1% | 68.7%-24.7pp | 69.5%-25.4pp | 70.6%-26.5pp |
| Annual return | 21.77% | 15.93%+5.8pp | 24.74%-3.0pp | 31.21%-9.4pp |
| Employer contribution / active EE | $1,036 | $2,159-52.0% | $2,460-57.9% | $2,726-62.0% |
| Participant deferral / active EE | $2,505 | $3,679-31.9% | $3,883-35.5% | $4,648-46.1% |
| Admin fee / account holder | $219 | $583-62.5% | $5,764-96.2% | $430-49.2% |