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| 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 | $96,486+258.4% | $153,476+125.3% | $77,692+345.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 13.37% | 14.44%-1.1pp | 15.66%-2.3pp | 31.25%-17.9pp |
| Employer contribution / active EE | $11,589 | $5,224+121.8% | $5,038+130.0% | $2,726+325.1% |
| Participant deferral / active EE | $15,195 | $6,609+129.9% | $6,759+124.8% | $4,648+226.9% |
| Admin fee / account holder | $137 | $182-24.8% | $12,729-98.9% | $431-68.1% |