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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,613 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $8,038 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,617 | $84,499-60.2% | $125,391-73.2% | $66,949-49.8% |
| Participation rate | 78.7% | 76.4%+2.2pp | 82.4%-3.7pp | 69.8%+8.8pp |
| Annual return | -17.29% | -8.49%-8.8pp | 572.41%-589.7pp | 1.57%-18.9pp |
| Employer contribution / active EE | $2,333 | $3,554-34.3% | $4,816-51.6% | $2,545-8.3% |
| Participant deferral / active EE | $8,248 | $6,785+21.6% | $7,448+10.7% | $4,239+94.6% |
| Admin fee / account holder | $138 | $685-79.8% | $10,009-98.6% | $594-76.7% |