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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 | $149,979 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 4208 SIX FORKS ROAD, STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $43,219 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 4785 LINGLESTOWN ROAD, SUITE 200 · HARRISBURG, PA 171120480 | Contract Administrator | $28,919 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 101 ERFORD ROAD, SUITE 302 · CAMP HILL, PA 170010098 | Legal | $8,297 |
ALAN ROSS & COMPANY, PC4+ years Service code 10 · EIN 20-5367494 10 HEARTHSTONE COURT, SUITE 100 · READING, PA 19606 | Accounting | $7,500 |
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 | $84,607 | $66,601+27.0% | $92,909-8.9% | $67,579+25.2% |
| Participation rate | 95.5% | 72.5%+23.0pp | 76.0%+19.5pp | 71.3%+24.2pp |
| Annual return | 2.20% | 92.58%-90.4pp | 109.44%-107.2pp | 378.56%-376.4pp |
| Employer contribution / active EE | $8,995 | $2,775+224.1% | $3,653+146.2% | $2,148+318.8% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $656 | $199+230.0% | $5,795-88.7% | $142+361.3% |