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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 | $81,557+146.0% | $123,973+61.9% | $65,191+207.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 9.79% | 11.45%-1.7pp | 388.13%-378.3pp | 51.24%-41.5pp |
| Employer contribution / active EE | $20,138 | $4,637+334.3% | $4,126+388.1% | $2,400+739.1% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $558 | $1,040-46.3% | $11,799-95.3% | $907-38.5% |