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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS LLC Service code 16 102 WEST WHITING STREET · TAMPA, FL 33602 | Consulting | $69,056 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,662 |
BARLEY MCNAMARA WILD1+ years Service code 10 1300 N WESTSHORE BLVD · TAMPA, FL 33607 | Accounting | $9,500 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,859 | $68,092+34.9% | $73,309+25.3% | $59,188+55.2% |
| Participation rate | 97.4% | 78.1%+19.3pp | 74.9%+22.5pp | 69.4%+28.0pp |
| Annual return | 1.45% | 5.93%-4.5pp | 5.67%-4.2pp | 5.51%-4.1pp |
| Employer contribution / active EE | $4,425 | $2,018+119.3% | $3,237+36.7% | $2,098+110.9% |
| Participant deferral / active EE | $7,584 | $5,041+50.4% | $4,991+51.9% | $3,265+132.3% |
| Admin fee / account holder | $67 | $630-89.3% | $5,635-98.8% | $92-27.1% |