Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $26,326 |
Service code 13 · EIN 54-0759756 PO BOX 1749 · SALEM, VA 24153 | Contract Administrator | $16,373 |
ALAN ROSS & COMPANY, PC10+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $15,186 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 10-2333346 690 CANTON STREET · WESTWOOD, MA 02090 | Securities Custodian | $6,598 |
Filed as: BARATZ & ASSOCIATES PA Service code 10 4B EVES DR 100 · MARLTON, NJ 08083 | Accounting | $6,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,569 | $81,557-71.1% | $123,973-81.0% | $65,191-63.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.7%+23.3pp | 63.0%+37.0pp |
| Annual return | 8.40% | 11.45%-3.1pp | 388.13%-379.7pp | 51.24%-42.8pp |
| Employer contribution / active EE | $614 | $4,637-86.7% | $4,126-85.1% | $2,400-74.4% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $5,247-100.0% | $2,671-100.0% |
| Admin fee / account holder | $166 | $1,040-84.0% | $11,799-98.6% | $907-81.7% |