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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Filed as: CAPTRUST FINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $42,436 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $29,779 |
FABIAN & BYRN LLC1 year Filed as: FABIAN & BYRN Service code 13 425 EAGLE ROCK AVE · ROSELAND, NJ 07068 | Contract Administrator | $20,191 |
MEYER, UNKOVIC & SCOTT3 years Filed as: MEYER UNKOVIC & SCOTT, LLP Service code 29 535 SMITHFIELD STREET, SUITE 1300 · PITTSBURGH, PA 15222 | Legal | $10,545 |
FISCHER DORWART, P.C.3 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
KANG HAGGERTY & FETBROYT4 years Filed as: KANG, HAGGERTY & FETBROYT, LLC Service code 29 123 S. BROAD STREET #1670 · PHILADELPHIA, PA 19109 | Legal | $8,333 |
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 | $132,909 | $64,176+107.1% | $112,263+18.4% | $66,949+98.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -13.27% | -13.80%+0.5pp | 27.49%-40.8pp | 1.57%-14.8pp |
| Employer contribution / active EE | $3,814 | $3,007+26.8% | $3,636+4.9% | $2,545+49.8% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $611 | $626-2.3% | $6,410-90.5% | $594+3.0% |