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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $28,465 |
PATH ADMINISTRATORS6+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $24,000 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
KANG HAGGERTY & FETBROYT2 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $8,332 |
MEYER, UNKOVIC & SCOTT1 year Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $5,279 |
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 | $160,069 | $69,383+130.7% | $101,275+58.1% | $73,497+117.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 14.35% | 18.46%-4.1pp | 46.48%-32.1pp | 28.51%-14.2pp |
| Employer contribution / active EE | $5,038 | $2,628+91.7% | $3,660+37.7% | $2,270+121.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $628 | $704-10.7% | $5,948-89.4% | $513+22.5% |