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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.3 years Filed as: IE SHAFFER Service code 13 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Contract Administrator | $57,980 |
CAPFINANCIAL PARTNERS LLC9+ years Filed as: CAPTRUST Service code 27 100 GATEWAY DRIVE, SUITE 300 · BETHLEHEM, PA 18017 | Advisory (Plan) | $54,789 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 50 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Direct Payment | $38,875 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 7501 WISCONSION AVENUE · BETHESDA, MD 20814 | Accounting | $22,702 |
KANG HAGGERTY & FETBROYT6 years Filed as: KANG HAGGERTY & FETBROYT LLC Service code 29 123 S BROAD STEET · PHILADELPHIA, PA 19109 | Legal | $14,000 |
MEYER, UNKOVIC & SCOTT5 years Filed as: MEYER, UNKOVIC, & SCOTT LLP Service code 29 535 SMITHFIELD ST. STE 1300 · PITSBURGH, PA 15222 | Legal | $8,601 |
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 | $176,784 | $82,979+113.0% | $102,412+72.6% | $77,736+127.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 21.83% | 19.11%+2.7pp | 24.94%-3.1pp | 31.26%-9.4pp |
| Employer contribution / active EE | $8,709 | $3,554+145.1% | $3,870+125.1% | $2,728+219.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $546 | $639-14.4% | $8,388-93.5% | $433+26.1% |