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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) | $46,687 |
PROFESSIONAL BENEFIT SERVICES7+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $7,260 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,407 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,752 | $111,491-59.0% | $189,520-75.9% | $86,813-47.3% |
| Participation rate | 52.3% | 87.3%-35.0pp | 87.8%-35.5pp | 72.3%-20.0pp |
| Annual return | 12.92% | 83.50%-70.6pp | 555.25%-542.3pp | 97.93%-85.0pp |
| Employer contribution / active EE | $2,458 | $3,951-37.8% | $6,161-60.1% | $2,406+2.2% |
| Participant deferral / active EE | $3,560 | $6,437-44.7% | $8,220-56.7% | $4,131-13.8% |
| Admin fee / account holder | $0 | $189-100.0% | $12,046-100.0% | $170-100.0% |