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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $12,840 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $2,027 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,105 | $64,719+48.5% | $112,249-14.4% | $68,486+40.3% |
| Participation rate | 81.7% | 67.2%+14.5pp | 75.1%+6.6pp | 67.9%+13.8pp |
| Annual return | 10.74% | -11.40%+22.1pp | 27.48%-16.7pp | -7.85%+18.6pp |
| Employer contribution / active EE | $53 | $2,747-98.1% | $3,636-98.5% | $2,597-97.9% |
| Participant deferral / active EE | $3,006 | $3,565-15.7% | $4,729-36.4% | $4,028-25.4% |
| Admin fee / account holder | $552 | $5,232-89.4% | $6,412-91.4% | $5,404-89.8% |