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| Provider | Service type | Compensation |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $73,391 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITH + BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $22,984 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $20,906 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $657,996 | $54,690+1103.1% | $76,030+765.4% | $74,478+783.5% |
| Participation rate | 100.0% | 60.3%+39.7pp | 69.1%+30.9pp | 67.2%+32.8pp |
| Annual return | 13.00% | 31.92%-18.9pp | 361.54%-348.5pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $20,943 | $1,781+1075.8% | $2,688+679.3% | $2,626+697.5% |
| Participant deferral / active EE | $16,195 | $3,070+427.5% | $4,257+280.4% | $4,350+272.3% |
| Admin fee / account holder | $583 | $2,240-73.9% | $6,421-90.9% | $1,946-70.0% |