Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES2+ years Filed as: RAYMOND JAMES Service code 26 · EIN 59-1237041 | Advisory (Participants) | $31,817 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $22,908 |
Filed as: COMPENSATION STRATEGIES GROUP Service code 17 2920 TOCCOA ROAD · BEAUMONT, TX 77703 | Pension Consulting | $6,364 |
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 | $96,553 | $84,493+14.3% | $125,381-23.0% | $66,938+44.2% |
| Participation rate | 72.1% | 76.4%-4.3pp | 82.4%-10.3pp | 69.8%+2.3pp |
| Annual return | -19.38% | -8.49%-10.9pp | 572.31%-591.7pp | 1.58%-21.0pp |
| Employer contribution / active EE | $3,095 | $3,554-12.9% | $4,815-35.7% | $2,545+21.6% |
| Participant deferral / active EE | $5,487 | $6,783-19.1% | $7,448-26.3% | $4,238+29.5% |
| Admin fee / account holder | $334 | $685-51.3% | $10,007-96.7% | $594-43.8% |