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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) | $31,849 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,224 |
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 | $93,822 | $83,090+12.9% | $130,062-27.9% | $71,529+31.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 15.41% | 20.61%-5.2pp | -137.37%+152.8pp | 28.97%-13.6pp |
| Employer contribution / active EE | $5,179 | $2,624+97.4% | $4,322+19.8% | $2,590+100.0% |
| Participant deferral / active EE | $6,604 | $4,436+48.9% | $5,821+13.5% | $4,291+53.9% |
| Admin fee / account holder | $344 | $1,727-80.1% | $10,601-96.8% | $1,588-78.3% |