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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $53,178 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 19 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Securities Custodian | $40,332 |
PATH ADMINISTRATORS6+ years Service code 13 · EIN 46-1226464 3461 MARKET STREET, SUITE 102 · CAMP HILL, PA 17011 | Contract Administrator | $28,901 |
MEYER, UNKOVIC & SCOTT2 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $26,036 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $18,215 |
KANG HAGGERTY & FETBROYT3 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $9,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,455 | $78,275+231.5% | $109,188+137.6% | $86,821+198.8% |
| Participation rate | 81.5% | 73.8%+7.7pp | 75.9%+5.7pp | 72.3%+9.2pp |
| Annual return | 38.06% | 19.14%+18.9pp | 25.76%+12.3pp | 97.94%-59.9pp |
| Employer contribution / active EE | $7,320 | $3,105+135.8% | $3,723+96.6% | $2,406+204.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $391 | $198+96.8% | $6,755-94.2% | $170+130.3% |