Filed March 24, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 7247-7122 · PHILADELPHIA, PA 19170 | Recordkeeping | $29,198 |
Filed as: RAYMOND JAMES & ASSOC Service code 26 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $15,495 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,623 | $80,724-27.4% | $103,333-43.3% | $74,495-21.3% |
| Participation rate | 84.5% | 65.7%+18.9pp | 74.5%+10.0pp | 67.2%+17.3pp |
| Annual return | 14.49% | 27.56%-13.1pp | 24.88%-10.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,441 | $3,157-22.7% | $3,868-36.9% | $2,623-6.9% |
| Participant deferral / active EE | $3,878 | $3,860+0.5% | $5,057-23.3% | $4,346-10.8% |
| Admin fee / account holder | $407 | $2,368-82.8% | $8,355-95.1% | $1,942-79.0% |