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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK TRUST COMPANY, LLC Service code 19 · EIN 10-2333346 690 CANTON STREET · WESTWOOD, MA 02090 | Securities Custodian | $98,575 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $34,448 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 25-1724692 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 17112 | Contract Administrator | $30,000 |
ALAN ROSS & COMPANY, PC2+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT SUITE 100 · READING, PA 19606 | Accounting | $22,850 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W JOHNSTON, PC Service code 22 · EIN 23-2077724 100 ERFORD ROAD · CAMP HILL, PA 17001 | Insurance Broker | $12,598 |
Service code 13 · EIN 54-0759756 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $8,720 |
Annual investment return 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 | $13,187 | $60,545-78.2% | $92,239-85.7% | $69,631-81.1% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 8.20% | 19.71%-11.5pp | 176.29%-168.1pp | 27571.02%-27562.8pp |
| Employer contribution / active EE | $1,656 | $2,633-37.1% | $3,680-55.0% | $2,032-18.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $180 | $145+24.2% | $5,194-96.5% | $110+62.8% |