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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $576 |
Filed as: RAYMOND JAMES FSA INC Service code 26 · EIN 59-2937883 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,466 | $99,957-52.5% | $149,730-68.3% | $73,493-35.4% |
| Participation rate | 29.4% | 75.7%-46.3pp | 82.5%-53.1pp | 70.7%-41.3pp |
| Annual return | 21.81% | 53.87%-32.1pp | 276.70%-254.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,645-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,994 | $6,073-67.2% | $6,843-70.9% | $3,740-46.7% |
| Admin fee / account holder | $15 | $551-97.3% | $9,310-99.8% | $513-97.1% |