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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 | $33,640 |
PROFESSIONAL BENEFIT SERVICES9+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $300 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,153 | $100,272-45.0% | $170,043-67.6% | $74,460-25.9% |
| Participation rate | 58.1% | 87.4%-29.3pp | 87.0%-28.9pp | 70.7%-12.7pp |
| Annual return | 17.32% | 66.12%-48.8pp | 53.40%-36.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,207 | $4,266-48.3% | $6,790-67.5% | $2,638-16.3% |
| Participant deferral / active EE | $3,685 | $7,147-48.4% | $10,410-64.6% | $4,530-18.6% |
| Admin fee / account holder | $137 | $235-41.5% | $12,824-98.9% | $348-60.5% |