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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 | $55,446-18.5% | $155,574-71.0% | $74,429-39.3% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 12.79% | 269.20%-256.4pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,744 | $2,266-23.1% | $4,676-62.7% | $2,625-33.6% |
| Participant deferral / active EE | $10,512 | $2,836+270.7% | $5,629+86.7% | $4,348+141.8% |
| Admin fee / account holder | $130 | $1,743-92.5% | $15,914-99.2% | $1,944-93.3% |