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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 | $19,072 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 16 PO BOX 6000071 · RALEIGH, NC 27675 | Consulting | $18,993 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $12,004 |
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 | $40,045 | $37,039+8.1% | $147,618-72.9% | $59,188-32.3% |
| Participation rate | 88.6% | 63.8%+24.8pp | 84.6%+4.0pp | 69.4%+19.2pp |
| Annual return | 1.68% | 7.19%-5.5pp | 61.98%-60.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $1,040 | $1,353-23.1% | $5,564-81.3% | $2,098-50.4% |
| Participant deferral / active EE | $3,109 | $2,094+48.5% | $4,895-36.5% | $3,265-4.8% |
| Admin fee / account holder | $12 | $60-79.7% | $11,612-99.9% | $92-86.7% |