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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $59,007 |
Filed as: JOHN HANCOCK RETIREMENT SERVICES Service code 15 620 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $32,106 |
ALAN ROSS & COMPANY, PC4 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $12,219 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES W JOHNSTON PC Service code 29 101 ERFORD ROAD · CAMP HILL, PA 17001 | Legal | $8,912 |
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 | $187,893 | $66,650+181.9% | $92,915+102.2% | $67,582+178.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 19.79% | 92.64%-72.8pp | 109.45%-89.7pp | 378.57%-358.8pp |
| Employer contribution / active EE | $12,896 | $2,777+364.5% | $3,653+253.0% | $2,148+500.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $417 | $199+109.6% | $5,796-92.8% | $142+193.2% |