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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $33,165 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $18,115 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,506 | $183,539-75.2% | $155,556-70.7% | $145,897-68.8% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 10.82% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,000 | $5,315-43.6% | $4,675-35.8% | $4,663-35.7% |
| Participant deferral / active EE | $4,445 | $6,467-31.3% | $5,631-21.1% | $6,689-33.6% |
| Admin fee / account holder | $313 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |