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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143 | Advisory (Plan) | $41,487 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $41,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,198 | $59,456+58.4% | $93,669+0.6% | $74,429+26.6% |
| Participation rate | 94.9% | 59.6%+35.2pp | 68.7%+26.2pp | 67.2%+27.7pp |
| Annual return | 12.14% | 82.00%-69.9pp | 133.59%-121.5pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $2,344 | $1,266+85.2% | $2,424-3.3% | $2,625-10.7% |
| Participant deferral / active EE | $6,387 | $3,052+109.3% | $4,416+44.6% | $4,348+46.9% |
| Admin fee / account holder | $456 | $3,026-84.9% | $8,291-94.5% | $1,944-76.6% |