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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 PO BOX 55979 · BOSTON, MA 02205 | Investment Management | $213,013 |
PATH ADMINISTRATORS1 year Service code 13 4785 LINGLESTOWN RD · HARRISBURG, PA 17112 | Contract Administrator | $173,050 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $110,000 |
MEYER, UNKOVIC & SCOTT4+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $91,448 |
RPCG, LLC1 year Filed as: SCP INVESTMENTS Service code 28 25 ORINDA WAY, SUITE 300 · ORINDA, CA 94563 | Investment Management | $67,130 |
MANNING & NAPIER3 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $35,000 |
PACKER THOMAS1 year Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44406 | Accounting | $28,978 |
Service code 34 · EIN 52-1396995 | Valuation (appraisals, etc.) | $26,000 |
INTEGRITY ASSET MANAGEMENT2 years Service code 28 · EIN 86-1063006 | Investment Management | $25,735 |
THE SWARTHMORE GROUP4+ years Service code 28 1650 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $22,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,598 | $57,255-69.3% | $83,830-79.0% | $68,904-74.5% |
| Participation rate | 94.2% | 86.2%+8.1pp | 76.1%+18.1pp | 74.1%+20.1pp |
| Annual return | -2.14% | -0.34%-1.8pp | 850.97%-853.1pp | 1.07%-3.2pp |
| Employer contribution / active EE | $1,034 | $3,341-69.0% | $3,631-71.5% | $2,540-59.3% |
| Participant deferral / active EE | $0 | $3,207-100.0% | $4,082-100.0% | $4,015-100.0% |
| Admin fee / account holder | $128 | $103+23.8% | $5,479-97.7% | $71+79.5% |