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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $34,031 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $2,386 |
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 | $69,365 | $61,172+13.4% | $185,851-62.7% | $79,389-12.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 18.46% | 19.45%-1.0pp | 122.11%-103.6pp | 116.89%-98.4pp |
| Employer contribution / active EE | $5,601 | $2,321+141.3% | $5,168+8.4% | $2,428+130.7% |
| Participant deferral / active EE | $4,521 | $2,788+62.2% | $5,569-18.8% | $4,046+11.7% |
| Admin fee / account holder | $421 | $710-40.7% | $16,245-97.4% | $626-32.8% |