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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $33,450 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,582 |
PATH ADMINISTRATORS3+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
ALAN ROSS & COMPANY, PC3+ years Service code 10 · EIN 20-5367494 | Accounting | $7,500 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES J. JOHNSTON,PC. Service code 29 · EIN 23-2077724 | Legal | $6,774 |
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 | $128,095 | $58,726+118.1% | $92,240+38.9% | $62,293+105.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.68% | 43.62%-23.9pp | 176.29%-156.6pp | 28.90%-9.2pp |
| Employer contribution / active EE | $3,935 | $2,392+64.5% | $3,680+6.9% | $2,042+92.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $646 | $556+16.2% | $5,194-87.6% | $479+34.9% |