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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $66,189 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD / THE COHEN AND CLINTON GROUP Service code 26 · EIN 39-6037917 819 SW FEDERAL HIGHWAY · STUART, FL 34994 | Advisory (Participants) | $19,214 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 25 309 S.E. OSCEOLA STREET · STUART, FL 34994 | Directed Trustee | $9,885 |
DEFINITI LLC2 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $116,636 | $65,083+79.2% | $143,788-18.9% | $66,930+74.3% |
| Participation rate | 59.9% | 65.2%-5.3pp | 80.3%-20.4pp | 69.8%-9.9pp |
| Annual return | -19.31% | -11.13%-8.2pp | -0.03%-19.3pp | 1.57%-20.9pp |
| Employer contribution / active EE | $1,987 | $2,361-15.9% | $4,952-59.9% | $2,545-21.9% |
| Participant deferral / active EE | $4,075 | $2,920+39.6% | $5,638-27.7% | $4,238-3.8% |
| Admin fee / account holder | $674 | $502+34.1% | $14,675-95.4% | $593+13.5% |