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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $132,515 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $15,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,766 | $90,064+7.4% | $100,415-3.6% | $77,762+24.4% |
| Participation rate | 97.3% | 81.3%+16.0pp | 81.5%+15.8pp | 70.6%+26.7pp |
| Annual return | 19.74% | 20.61%-0.9pp | 49.47%-29.7pp | 31.27%-11.5pp |
| Employer contribution / active EE | $3,553 | $3,043+16.7% | $3,943-9.9% | $2,728+30.2% |
| Participant deferral / active EE | $5,717 | $8,282-31.0% | $8,091-29.3% | $4,651+22.9% |
| Admin fee / account holder | $231 | $172+34.1% | $7,906-97.1% | $433-46.7% |