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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) | $46,659 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $42,269 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,300 | $129,227-51.0% | $184,256-65.6% | $77,762-18.6% |
| Participation rate | 53.5% | 87.4%-33.8pp | 86.8%-33.3pp | 70.6%-17.1pp |
| Annual return | 13.86% | 33.24%-19.4pp | 28.85%-15.0pp | 31.27%-17.4pp |
| Employer contribution / active EE | $2,666 | $4,412-39.6% | $6,427-58.5% | $2,728-2.3% |
| Participant deferral / active EE | $4,468 | $7,307-38.9% | $9,133-51.1% | $4,651-3.9% |
| Admin fee / account holder | $179 | $256-30.0% | $13,899-98.7% | $433-58.6% |