Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT Service code 15 · EIN 01-0233346 | Recordkeeping | $67,159 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 27 · EIN 26-0058143 | Advisory (Plan) | $21,986 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,819 | $96,805+257.2% | $153,741+124.9% | $77,762+344.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 13.37% | 14.39%-1.0pp | 15.71%-2.3pp | 31.27%-17.9pp |
| Employer contribution / active EE | $11,589 | $5,232+121.5% | $5,042+129.9% | $2,728+324.8% |
| Participant deferral / active EE | $15,195 | $6,601+130.2% | $6,757+124.9% | $4,651+226.7% |
| Admin fee / account holder | $137 | $182-24.7% | $12,749-98.9% | $433-68.3% |