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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 26 880 CARILLION PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Participants) | $27,739 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 80-0709115 | Recordkeeping | $12,483 |
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).
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 | $121,027 | $98,982+22.3% | $162,171-25.4% | $65,185+85.7% |
| Participation rate | 93.2% | 85.8%+7.4pp | 87.6%+5.7pp | 70.2%+23.0pp |
| Annual return | 7.84% | 24.84%-17.0pp | 115.60%-107.8pp | 29.38%-21.5pp |
| Employer contribution / active EE | $2,822 | $3,467-18.6% | $5,613-49.7% | $2,177+29.6% |
| Participant deferral / active EE | $5,649 | $5,384+4.9% | $7,297-22.6% | $3,514+60.7% |
| Admin fee / account holder | $301 | $596-49.5% | $10,843-97.2% | $847-64.5% |