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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $86,329 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $2,432 |
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 | $147,110 | $88,137+66.9% | $164,975-10.8% | $74,429+97.7% |
| Participation rate | 96.0% | 73.1%+22.9pp | 78.6%+17.4pp | 67.2%+28.8pp |
| Annual return | 15.28% | 17.13%-1.9pp | 70.12%-54.8pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $4,285 | $2,597+65.0% | $4,343-1.3% | $2,625+63.2% |
| Participant deferral / active EE | $4,953 | $4,501+10.1% | $6,033-17.9% | $4,348+13.9% |
| Admin fee / account holder | $63 | $2,231-97.2% | $12,688-99.5% | $1,944-96.7% |