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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $280,900 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVS Service code 15 · EIN 01-0233346 | Recordkeeping | $231,893 |
PRICEWATERHOUSECOOPERS LLP7+ years Service code 10 · EIN 13-4008324 | Accounting | $44,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,444 | $120,450+186.0% | $159,495+116.0% | $93,010+270.3% |
| Participation rate | 97.7% | 78.0%+19.8pp | 82.8%+14.9pp | 73.9%+23.8pp |
| Annual return | 13.69% | 27.11%-13.4pp | 263.72%-250.0pp | 158.70%-145.0pp |
| Employer contribution / active EE | $10,119 | $3,526+187.0% | $4,831+109.4% | $2,705+274.0% |
| Participant deferral / active EE | $14,815 | $7,283+103.4% | $7,354+101.5% | $4,561+224.8% |
| Admin fee / account holder | $183 | $137+33.6% | $10,804-98.3% | $152+20.4% |