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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $127,614 |
Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,058 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $25,878 |
ALAN ROSS & COMPANY, PC1 year Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 | Accounting | $7,750 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES W. JOHNSTON, PC Service code 29 · EIN 23-2077724 | Legal | $6,730 |
FOX ROTHSCHILD LLP1 year Filed as: FOX ROTHSCHILD Service code 29 · EIN 23-1404723 | Legal | $4,725 |
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 | $93,318 | $91,517+2.0% | $101,275-7.9% | $73,412+27.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 7.49% | 17.17%-9.7pp | 46.48%-39.0pp | 59.30%-51.8pp |
| Employer contribution / active EE | $7,683 | $2,877+167.1% | $3,660+109.9% | $2,234+244.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $684 | $216+216.7% | $5,948-88.5% | $158+332.9% |