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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $32,234 |
Filed as: NEW YORK LIFE INVESTMENT MGMT, LLC Service code 15 · EIN 52-2206685 690 CANTON STREET · WESTWOOD, MA 02090 | Recordkeeping | $25,212 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $24,000 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT · READING, PA 19606 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,842 | $57,921+79.3% | $84,753+22.5% | $57,658+80.1% |
| Participation rate | 65.6% | 72.9%-7.3pp | 76.6%-10.9pp | 70.2%-4.6pp |
| Annual return | 7.52% | 10.24%-2.7pp | 22.78%-15.3pp | 5.13%+2.4pp |
| Employer contribution / active EE | $4,759 | $2,598+83.2% | $3,574+33.1% | $1,974+141.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $536 | $130+313.5% | $5,333-89.9% | $95+467.2% |