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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $20,460 |
Filed as: JOHN HANCOCK LIFE INS CO Service code 15 · EIN 01-0233346 | Recordkeeping | $5,553 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,164 | $55,470-18.6% | $155,556-71.0% | $74,478-39.4% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.1pp | 67.2%+30.1pp |
| Annual return | 12.79% | 269.80%-257.0pp | 64.84%-52.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,744 | $2,267-23.1% | $4,675-62.7% | $2,626-33.6% |
| Participant deferral / active EE | $10,512 | $2,838+270.4% | $5,631+86.7% | $4,350+141.6% |
| Admin fee / account holder | $130 | $1,744-92.5% | $15,885-99.2% | $1,946-93.3% |