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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,353 |
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,284 | $59,105-72.4% | $159,991-89.8% | $66,930-75.7% |
| Participation rate | 42.2% | 68.1%-25.9pp | 78.0%-35.8pp | 69.8%-27.6pp |
| Annual return | -18.99% | -12.26%-6.7pp | 408.82%-427.8pp | 1.57%-20.6pp |
| Employer contribution / active EE | $1,110 | $1,983-44.0% | $4,225-73.7% | $2,545-56.4% |
| Participant deferral / active EE | $1,931 | $4,395-56.1% | $6,183-68.8% | $4,238-54.4% |
| Admin fee / account holder | $125 | $591-78.9% | $8,715-98.6% | $593-79.0% |