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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN Service code 15 · EIN 13-3646501 PO BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $99,946 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $29,092 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 3501 MASONS MILL ROAD, SUITE 505 · HUNTINGDON VALLEY, PA 19006 | Recordkeeping | $24,945 |
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) | $10,457 |
ALAN ROSS & COMPANY, PC2+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $5,747 |
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 | $69,129 | $60,545+14.2% | $92,240-25.1% | $69,631-0.7% |
| Participation rate | 95.0% | 72.2%+22.9pp | 76.5%+18.6pp | 70.7%+24.4pp |
| Annual return | 14.17% | 19.71%-5.5pp | 176.29%-162.1pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $5,835 | $2,633+121.6% | $3,680+58.6% | $2,032+187.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $489 | $145+237.5% | $5,194-90.6% | $110+342.5% |