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| Provider | Service type | Compensation |
|---|---|---|
RAYMOND JAMES FINANCIAL SERVICES10+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $15,490 |
PENSION PLAN SPECIALISTS, PC10+ years Service code 17 · EIN 26-1570786 | Pension Consulting | $6,500 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $590 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,441 | $25,014+121.6% | $69,647-20.4% | $80,856-31.4% |
| Participation rate | 74.0% | 64.2%+9.7pp | 66.5%+7.5pp | 67.6%+6.3pp |
| Annual return | 8.49% | 19.07%-10.6pp | 100.48%-92.0pp | 35.59%-27.1pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,042 | $1,839+11.0% | $2,886-29.2% | $4,296-52.5% |
| Admin fee / account holder | $394 | $2,488-84.2% | $4,713-91.6% | $6,918-94.3% |