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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 28 PO BOX 55979 · BOSTON, MA 02205 | Investment Management | $283,939 |
PATH ADMINISTRATORS2 years Service code 13 3461 MARKET ST, STE 102 · CAMP HILL, PA 170114412 | Contract Administrator | $148,500 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST ADVISORS Service code 28 4208 SIX FORKS RD, SUITE 1700 · RALEIGH, NC 27609 | Investment Management | $110,000 |
SAWGRASS ASSET MANAGEMENT3 years Service code 28 1579 THE GREENS WAY 20 · JACKSONVILLE BEACH, FL 32250 | Investment Management | $58,339 |
RPCG, LLC2 years Filed as: SCP INVESTMENTS Service code 28 25 ORINDA WAY, SUITE 300 · ORINDA, CA 94563 | Investment Management | $56,758 |
MEYER, UNKOVIC & SCOTT5+ years Filed as: MEYER UNKOVIC & SCOTT Service code 29 · EIN 25-1008021 | Legal | $56,719 |
MANNING & NAPIER4 years Service code 28 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Management | $35,511 |
PACKER THOMAS2 years Service code 10 6601 WESTFORD PLACE · CANFIELD, OH 44512 | Accounting | $32,842 |
THE SWARTHMORE GROUP5+ years Service code 28 1650 ARCH STREET · PHILADELPHIA, PA 19103 | Investment Management | $28,604 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON Service code 28 · EIN 34-1922005 | Investment Management | $23,254 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
Sign up free to preview 1 reportable transaction
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,014 | $78,226-70.6% | $92,903-75.2% | $82,204-72.0% |
| Participation rate | 90.8% | 82.7%+8.1pp | 76.0%+14.8pp | 73.4%+17.4pp |
| Annual return | 13.64% | 19.33%-5.7pp | 109.43%-95.8pp | 26.31%-12.7pp |
| Employer contribution / active EE | $1,304 | $3,911-66.7% | $3,653-64.3% | $2,707-51.8% |
| Participant deferral / active EE | $0 | $3,648-100.0% | $4,238-100.0% | $4,246-100.0% |
| Admin fee / account holder | $360 | $119+202.5% | $5,795-93.8% | $76+376.5% |