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| Provider | Service type | Compensation |
|---|---|---|
HAND BENEFITS & TRUST COMPANY1+ years Service code 15 · EIN 16-1616474 820 GESSNER ROAD, STE 1250 · HOUSTON, TX 77024 | Recordkeeping | $56,706 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN RD, STE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $27,689 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $24,734 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, STE 302 · CAMP HILL, PA 170010098 | Legal | $15,612 |
ALAN ROSS & COMPANY, PC1+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE CT, STE 100 · READING, PA 19606 | Accounting | $7,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,045 | $57,921+14.0% | $84,753-22.1% | $57,658+14.5% |
| Participation rate | 69.3% | 72.9%-3.6pp | 76.6%-7.3pp | 70.2%-0.9pp |
| Annual return | -0.62% | 10.24%-10.9pp | 22.78%-23.4pp | 5.13%-5.8pp |
| Employer contribution / active EE | $2,270 | $2,598-12.6% | $3,574-36.5% | $1,974+15.0% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $409 | $130+215.7% | $5,333-92.3% | $95+333.1% |