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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC. Service code 26 · EIN 95-2755361 | Advisory (Participants) | $73,564 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $13,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,966 | $185,342-85.5% | $111,303-75.8% | $86,813-68.9% |
| Participation rate | 70.0% | 81.0%-11.0pp | 77.3%-7.4pp | 72.3%-2.3pp |
| Annual return | 12.44% | 500.80%-488.4pp | 54.66%-42.2pp | 97.93%-85.5pp |
| Employer contribution / active EE | $480 | $2,246-78.6% | $2,731-82.4% | $2,406-80.0% |
| Participant deferral / active EE | $2,403 | $4,458-46.1% | $4,487-46.4% | $4,131-41.8% |
| Admin fee / account holder | $197 | $255-22.8% | $7,966-97.5% | $170+16.3% |