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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) | $9,312 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P. O. BOX 2495 · CAROL STREAM, IL 601322495 | Recordkeeping | $1,798 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,876 | $73,955+12.1% | $96,520-14.1% | $75,181+10.2% |
| Participation rate | 78.3% | 66.4%+11.8pp | 74.3%+3.9pp | 67.2%+11.1pp |
| Annual return | -9.04% | 26.72%-35.8pp | 35.72%-44.8pp | 160.69%-169.7pp |
| Employer contribution / active EE | $2,963 | $2,930+1.1% | $3,739-20.7% | $2,671+11.0% |
| Participant deferral / active EE | $3,535 | $3,659-3.4% | $4,879-27.5% | $4,126-14.3% |
| Admin fee / account holder | $459 | $5,217-91.2% | $6,733-93.2% | $5,650-91.9% |