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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $87,222 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $25,000 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,440 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,076 | $89,282+12.1% | $94,664+5.7% | $74,460+34.4% |
| Participation rate | 97.3% | 82.4%+14.9pp | 80.8%+16.4pp | 70.7%+26.5pp |
| Annual return | 20.49% | 25.96%-5.5pp | 156.84%-136.4pp | 34.38%-13.9pp |
| Employer contribution / active EE | $3,511 | $3,022+16.1% | $3,673-4.4% | $2,638+33.1% |
| Participant deferral / active EE | $5,848 | $8,425-30.6% | $7,417-21.2% | $4,530+29.1% |
| Admin fee / account holder | $253 | $219+15.6% | $7,222-96.5% | $348-27.3% |