Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $89,882 |
CAP FINANCIAL PARTNERS, LLC4 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 |
ODONONOGHUE & ODONOGHUE LLP3 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $8,263 |
FISCHER DORWART, P.C.3 years 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.)
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 | $112,797 | $76,696+47.1% | $96,515+16.9% | $71,511+57.7% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 0.72% | 48.32%-47.6pp | 35.73%-35.0pp | 28.86%-28.1pp |
| Employer contribution / active EE | $10,770 | $3,032+255.3% | $3,740+188.0% | $2,589+316.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $518 | $2,030-74.5% | $6,735-92.3% | $1,588-67.4% |