Filed October 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $19,507 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 4208 6 FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $12,500 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $6,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,510 | $44,734-36.3% | $99,479-71.3% | $67,582-57.8% |
| Participation rate | 35.5% | 66.2%-30.7pp | 73.8%-38.4pp | 71.3%-35.8pp |
| Annual return | 27.22% | 32.45%-5.2pp | 30.72%-3.5pp | 378.57%-351.3pp |
| Employer contribution / active EE | $424 | $1,261-66.4% | $2,540-83.3% | $2,148-80.3% |
| Participant deferral / active EE | $1,407 | $2,731-48.5% | $3,619-61.1% | $3,539-60.2% |
| Admin fee / account holder | $124 | $120+3.9% | $6,253-98.0% | $142-12.7% |