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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 | $88,203+15.8% | $165,100-38.1% | $74,478+37.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 13.86% | 17.13%-3.3pp | 70.21%-56.4pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $4,785 | $2,601+84.0% | $4,348+10.0% | $2,626+82.2% |
| Participant deferral / active EE | $6,077 | $4,505+34.9% | $6,035+0.7% | $4,350+39.7% |
| Admin fee / account holder | $340 | $2,235-84.8% | $12,696-97.3% | $1,946-82.5% |