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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SRVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $74,153 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $5,715 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,134 | $88,730+23.0% | $82,313+32.6% | $77,958+40.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 76.9%+15.4pp | 71.6%+20.6pp |
| Annual return | 16.78% | 20.88%-4.1pp | 25.88%-9.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $1,309 | $2,758-52.5% | $2,428-46.1% | $2,310-43.3% |
| Participant deferral / active EE | $3,737 | $4,634-19.4% | $3,706+0.8% | $3,537+5.7% |
| Admin fee / account holder | $35 | $74-52.2% | $5,608-99.4% | $97-63.7% |