Filed November 3, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $53,570 |
CAPFINANCIAL PARTNERS LLC10+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 4201 CONGRESS STREET SUITE 160 · CHARLOTTE, NC 28209 | Advisory (Plan) | $26,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,467 | $98,727-14.4% | $113,168-25.4% | $85,563-1.3% |
| Participation rate | 98.6% | 80.8%+17.8pp | 76.6%+22.0pp | 66.0%+32.6pp |
| Annual return | 19.43% | 17.43%+2.0pp | 24.27%-4.8pp | 31.51%-12.1pp |
| Employer contribution / active EE | $5,840 | $2,907+100.9% | $2,975+96.3% | $2,654+120.1% |
| Participant deferral / active EE | $5,555 | $5,424+2.4% | $5,107+8.8% | $4,375+27.0% |
| Admin fee / account holder | $147 | $357-58.8% | $12,068-98.8% | $834-82.4% |