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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY11+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $69,327 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $23,920 |
CAPFINANCIAL PARTNERS LLC11+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $16,142 |
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.
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 | $739,448 | $55,932+1222.0% | $76,735+863.6% | $67,986+987.7% |
| Participation rate | 100.0% | 50.8%+49.2pp | 69.5%+30.5pp | 57.2%+42.8pp |
| Annual return | 13.21% | 23.10%-9.9pp | 29.77%-16.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $21,564 | $1,487+1350.5% | $2,454+778.7% | $2,019+968.2% |
| Participant deferral / active EE | $16,698 | $2,558+552.7% | $4,088+308.5% | $3,358+397.2% |
| Admin fee / account holder | $558 | $4,907-88.6% | $7,189-92.2% | $3,203-82.6% |