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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST ADVISORS LLC Service code 16 PO BOX 600071 · RALEIGH, NC 27675 | Consulting | $56,709 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $10,452 |
BARLEY MCNAMARA WILD2+ years Service code 10 1300 N WESTSHORE BLVD STE 205 · 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 | $100,807 | $56,640+78.0% | $80,977+24.5% | $57,658+74.8% |
| Participation rate | 95.8% | 75.9%+19.9pp | 75.8%+20.0pp | 70.2%+25.6pp |
| Annual return | 7.67% | 19.97%-12.3pp | 17.11%-9.4pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,586 | $2,085+120.0% | $3,715+23.5% | $1,974+132.4% |
| Participant deferral / active EE | $9,118 | $4,944+84.4% | $5,696+60.1% | $3,061+197.9% |
| Admin fee / account holder | $59 | $87-32.6% | $5,517-98.9% | $95-37.9% |