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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOC. Service code 26 · EIN 59-1237041 | Advisory (Participants) | $34,295 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $3,471 |
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 | $63,407 | $61,391+3.3% | $149,723-57.7% | $71,529-11.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 21.67% | 35.88%-14.2pp | 134.50%-112.8pp | 28.97%-7.3pp |
| Employer contribution / active EE | $5,917 | $2,384+148.2% | $4,821+22.7% | $2,590+128.5% |
| Participant deferral / active EE | $5,071 | $2,921+73.6% | $5,682-10.8% | $4,291+18.2% |
| Admin fee / account holder | $321 | $1,264-74.6% | $13,215-97.6% | $1,588-79.8% |