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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $55,620 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $54,009 |
ALAN ROSS & COMPANY, PC2 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $10,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES W JOHNSTON PC Service code 29 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $9,487 |
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 | $155,781 | $60,545+157.3% | $92,240+68.9% | $69,631+123.7% |
| Participation rate | 88.4% | 72.2%+16.3pp | 76.5%+11.9pp | 70.7%+17.7pp |
| Annual return | 14.81% | 19.71%-4.9pp | 176.29%-161.5pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $9,487 | $2,633+260.3% | $3,680+157.8% | $2,032+366.8% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $452 | $145+212.6% | $5,194-91.3% | $110+309.7% |