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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA, INC. Service code 26 · EIN 59-2937883 800 CARILLON PARKWAY · TAMPA, FL 33143 | Advisory (Participants) | $17,966 |
Filed as: JOHN HANCOCK LIFE INSURANCE COM Service code 15 · EIN 01-0233346 | Recordkeeping | $3,076 |
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 | $31,067 | $93,010-66.6% | $96,515-67.8% | $74,460-58.3% |
| Participation rate | 61.9% | 71.6%-9.7pp | 74.3%-12.5pp | 70.7%-8.9pp |
| Annual return | 28.30% | 37.50%-9.2pp | 35.73%-7.4pp | 34.38%-6.1pp |
| Employer contribution / active EE | $3,299 | $3,427-3.7% | $3,740-11.8% | $2,638+25.1% |
| Participant deferral / active EE | $5,195 | $3,971+30.8% | $4,880+6.5% | $4,530+14.7% |
| Admin fee / account holder | $151 | $633-76.2% | $6,735-97.8% | $348-56.7% |