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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 | $185,312-85.5% | $161,489-83.3% | $154,746-82.6% |
| Participation rate | 70.0% | 82.5%-12.5pp | 78.7%-8.7pp | 80.7%-10.7pp |
| Annual return | 7.67% | 103.84%-96.2pp | 89.72%-82.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $3,743 | $4,769-21.5% | $4,268-12.3% | $4,379-14.5% |
| Participant deferral / active EE | $6,576 | $6,350+3.6% | $5,630+16.8% | $6,730-2.3% |
| Admin fee / account holder | $267 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |