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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 13-3646501 | Recordkeeping | $87,173 |
CAP FINANCIAL PARTNERS, LLC6 years Filed as: CAP TRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $40,000 |
ODONONOGHUE & ODONOGHUE LLP5 years Service code 29 5301 WISCONSIN AVE. NW SUITE 800 · WASHINGTON, DC 20015 | Legal | $34,187 |
Service code 13 PO BOX 13487 · ROANOKE, VA 24034 | Contract Administrator | $30,660 |
BARATZ & ASSOCIATES, P.A.2 years Filed as: BARATZ & ASSOCIATES Service code 10 7 EVES DRIVE · MARLTON, NJ 08053 | Accounting | $15,714 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $8,000 |
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 | $151,307 | $80,674+87.6% | $119,126+27.0% | $64,340+135.2% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 10.43% | 26.86%-16.4pp | 282.11%-271.7pp | 24.14%-13.7pp |
| Employer contribution / active EE | $12,092 | $2,564+371.6% | $4,034+199.8% | $1,862+549.5% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $638 | $4,559-86.0% | $10,693-94.0% | $3,703-82.8% |