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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $82,059 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 · EIN 80-0709115 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $30,941 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC & SCOTT LLP Service code 29 · EIN 25-4008021 535 SMITHFIELD STREET, STE 1300 · PITTSBURGH, PA 15222 | Legal | $30,077 |
FABIAN & BYRN LLC5 years Filed as: FABIAN & BYRN, TPA Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVE, STE 105 · ROSELAND, NJ 07068 | Contract Administrator | $26,133 |
Service code 13 · EIN 54-0759756 PO BOX 1769 · SALEM, VA 24153 | Contract Administrator | $22,528 |
ALAN ROSS & COMPANY, PC9 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $11,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,417 | $83,023+192.0% | $102,437+136.6% | $77,762+211.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 11.72% | 19.12%-7.4pp | 24.95%-13.2pp | 31.27%-19.5pp |
| Employer contribution / active EE | $15,218 | $3,552+328.4% | $3,871+293.2% | $2,728+457.8% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $448 | $639-29.9% | $8,388-94.7% | $433+3.4% |