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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $45,795 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $21,600 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES J. JOHNSTON,PC. Service code 29 · EIN 23-2077724 | Legal | $8,709 |
FOX ROTHSCHILD LLP1 year Filed as: FOX, ROTHSCHILD, O'BRIEN & FRANKEL Service code 29 · EIN 23-1404723 | Legal | $8,102 |
ALAN ROSS & COMPANY, PC4+ years Service code 10 · EIN 20-5367494 | Accounting | $7,500 |
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 | Recordkeeping | $6,348 |
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 | $121,635 | $55,449+119.4% | $83,830+45.1% | $56,287+116.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.45% | -1.38%-1.1pp | 850.97%-853.4pp | -9.96%+7.5pp |
| Employer contribution / active EE | $4,475 | $2,430+84.1% | $3,631+23.2% | $2,111+112.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $624 | $656-4.8% | $5,479-88.6% | $521+19.9% |