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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $87,173 |
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
ODONONOGHUE & ODONOGHUE LLP5 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $34,187 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $30,660 |
BARATZ & ASSOCIATES, P.A.2 years Filed as: BARATZ & ASSOCIATES Service code 10 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $15,714 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,307 | $90,170+67.8% | $150,734+0.4% | $69,733+117.0% |
| Participation rate | 100.0% | 60.2%+39.8pp | 78.4%+21.6pp | 62.5%+37.5pp |
| Annual return | 10.43% | 16.56%-6.1pp | 600.81%-590.4pp | 15.22%-4.8pp |
| Employer contribution / active EE | $12,092 | $3,428+252.7% | $4,918+145.9% | $2,250+437.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $638 | $4,600-86.1% | $14,905-95.7% | $3,102-79.4% |