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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $96,414 |
CAP FINANCIAL PARTNERS, LLC2 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $30,000 |
Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $10,581 |
FISCHER DORWART, P.C.1 year Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $7,500 |
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 | $109,432 | $77,670+40.9% | $109,163+0.2% | $79,393+37.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 30.00% | 23.44%+6.6pp | 25.75%+4.2pp | 116.87%-86.9pp |
| Employer contribution / active EE | $8,441 | $2,798+201.6% | $3,723+126.8% | $2,428+247.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $497 | $732-32.2% | $6,754-92.6% | $627-20.7% |