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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $63,572 |
I.E. SHAFFER & CO.4 years Filed as: IE SHAFFER Service code 13 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $50,960 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 50 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Direct Payment | $36,515 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $23,403 |
MEYER, UNKOVIC & SCOTT6 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $19,734 |
KANG HAGGERTY & FETBROYT7 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $11,000 |
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 | $200,668 | $86,882+131.0% | $150,734+33.1% | $69,255+189.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 9.79% | 10.69%-0.9pp | 600.81%-591.0pp | 26.73%-16.9pp |
| Employer contribution / active EE | $20,138 | $5,194+287.7% | $4,918+309.5% | $2,645+661.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $558 | $630-11.5% | $14,905-96.3% | $733-23.8% |