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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $22,880 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $10,625 |
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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,910 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 7.67% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.7pp |
| Employer contribution / active EE | $3,743 | $4,636-19.3% | $4,154-9.9% | $4,156-9.9% |
| Participant deferral / active EE | $6,576 | $6,166+6.7% | $5,453+20.6% | $6,407+2.6% |
| Admin fee / account holder | $267 | $16,471-98.4% | $14,116-98.1% | $12,270-97.8% |