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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $35,952 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,125 | $88,087+15.9% | $164,866-38.1% | $74,546+37.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.86% | 17.27%-3.4pp | 69.97%-56.1pp | 1366.03%-1352.2pp |
| Employer contribution / active EE | $4,785 | $2,595+84.4% | $4,343+10.2% | $2,624+82.3% |
| Participant deferral / active EE | $6,077 | $4,499+35.1% | $6,033+0.7% | $4,347+39.8% |
| Admin fee / account holder | $340 | $2,232-84.8% | $12,689-97.3% | $1,944-82.5% |