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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $34,939 |
INTELLUS ADVISORS, LLC1 year Service code 26 · EIN 82-1978625 | Advisory (Participants) | $5,284 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $4,030 |
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 | $74,669 | $55,472+34.6% | $155,567-52.0% | $74,546+0.2% |
| Participation rate | 98.8% | 61.9%+36.9pp | 78.2%+20.6pp | 67.2%+31.6pp |
| Annual return | 17.46% | 268.72%-251.3pp | 64.74%-47.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $5,234 | $2,269+130.7% | $4,674+12.0% | $2,624+99.4% |
| Participant deferral / active EE | $4,089 | $2,838+44.1% | $5,628-27.3% | $4,347-5.9% |
| Admin fee / account holder | $338 | $1,743-80.6% | $15,916-97.9% | $1,944-82.6% |