Filed October 17, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $97,993 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 4208 6 FORKS RD. · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSEN ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $15,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,859 | $52,090-54.2% | $95,759-75.1% | $80,169-70.2% |
| Participation rate | 89.0% | 67.0%+22.0pp | 72.3%+16.8pp | 72.9%+16.1pp |
| Annual return | 22.49% | 23.29%-0.8pp | 28.42%-5.9pp | 40.39%-17.9pp |
| Employer contribution / active EE | $1,738 | $1,548+12.2% | $2,836-38.7% | $2,978-41.6% |
| Participant deferral / active EE | $4,188 | $3,266+28.2% | $4,244-1.3% | $5,016-16.5% |
| Admin fee / account holder | $115 | $96+19.7% | $5,678-98.0% | $145-20.8% |