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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,569 |
Filed as: JOHN HANCOCK Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $14,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,403 | $91,474-49.3% | $135,982-65.9% | $71,529-35.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 81.9%-1.9pp | 67.9%+12.1pp |
| Annual return | 28.32% | 29.89%-1.6pp | 68.32%-40.0pp | 28.97%-0.6pp |
| Employer contribution / active EE | $1,847 | $3,705-50.2% | $4,859-62.0% | $2,590-28.7% |
| Participant deferral / active EE | $7,751 | $7,095+9.2% | $7,760-0.1% | $4,291+80.6% |
| Admin fee / account holder | $233 | $1,267-81.6% | $10,767-97.8% | $1,588-85.4% |