Filed June 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES INSURANCE GROUP,INC. Service code 52 · EIN 59-1199408 880 CARILLON PARKWAY · ST PETERS, FL 33716 | Indirect Investment Fees | $41,395 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,764 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,570 | $91,517-72.1% | $101,248-74.7% | $73,409-65.2% |
| Participation rate | 80.5% | 73.8%+6.8pp | 75.8%+4.7pp | 72.2%+8.4pp |
| Annual return | 25.73% | 17.17%+8.6pp | 46.47%-20.7pp | 59.29%-33.6pp |
| Employer contribution / active EE | $1,195 | $2,877-58.4% | $3,660-67.3% | $2,234-46.5% |
| Participant deferral / active EE | $2,716 | $3,338-18.7% | $4,370-37.9% | $3,805-28.6% |
| Admin fee / account holder | $179 | $216-17.0% | $5,945-97.0% | $158+13.5% |