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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $57,289 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $44,580 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W JOHNSTON PC Service code 29 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $18,131 |
ALAN ROSS & COMPANY, PC3 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $10,750 |
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 | $153,378 | $56,443+171.7% | $83,831+83.0% | $55,725+175.2% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -4.51% | 393.67%-398.2pp | 850.99%-855.5pp | 244.93%-249.4pp |
| Employer contribution / active EE | $11,986 | $2,682+347.0% | $3,631+230.1% | $2,078+476.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $426 | $156+173.0% | $5,479-92.2% | $115+270.3% |