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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC. Service code 26 · EIN 59-2937883 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $24,127 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $630 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,842 | $69,511+37.9% | $94,664+1.2% | $71,511+34.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 80.8%+19.2pp | 67.9%+32.1pp |
| Annual return | 26.21% | 29.67%-3.5pp | 156.84%-130.6pp | 28.86%-2.6pp |
| Employer contribution / active EE | $2,708 | $2,853-5.1% | $3,673-26.3% | $2,589+4.6% |
| Participant deferral / active EE | $9,040 | $7,348+23.0% | $7,417+21.9% | $4,291+110.7% |
| Admin fee / account holder | $364 | $1,211-69.9% | $7,222-95.0% | $1,588-77.1% |