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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $23,009 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $6,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,748 | $56,095-82.6% | $178,499-94.5% | $90,274-89.2% |
| Participation rate | 39.1% | 65.6%-26.5pp | 81.9%-42.8pp | 73.4%-34.3pp |
| Annual return | 23.50% | 28.81%-5.3pp | 151.10%-127.6pp | 53.97%-30.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $1,044 | $2,669-60.9% | $5,202-79.9% | $4,231-75.3% |
| Admin fee / account holder | $98 | $101-2.6% | $13,986-99.3% | $114-14.1% |