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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES FSA INC. Service code 26 · EIN 59-2937883 | Advisory (Participants) | $15,594 |
Filed as: COMPENSATION STRATEGIES GROUP LTD Service code 12 · EIN 76-0188119 | Claims processing; Participant loan p... | $950 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $767 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,869 | $64,138+136.8% | $112,258+35.3% | $66,930+126.9% |
| Participation rate | 34.2% | 68.5%-34.3pp | 75.1%-40.9pp | 69.8%-35.6pp |
| Annual return | -19.01% | -13.81%-5.2pp | 27.47%-46.5pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,386 | $3,006-53.9% | $3,636-61.9% | $2,545-45.5% |
| Participant deferral / active EE | $3,122 | $3,694-15.5% | $4,728-34.0% | $4,238-26.3% |
| Admin fee / account holder | $924 | $625+47.8% | $6,411-85.6% | $593+55.8% |