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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $322,213 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $21,780 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 26 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $21,475 |
LUDWIG KLEWER & CO3 years Filed as: LUDWIG KLEWER & CO. PLLC Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $7,450 |
Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Direct pa... | $855 |
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 | $42,167 | $45,382-7.1% | $154,110-72.6% | $75,289-44.0% |
| Participation rate | 89.7% | 65.9%+23.8pp | 83.0%+6.6pp | 72.4%+17.2pp |
| Annual return | -4.30% | -0.47%-3.8pp | 735.22%-739.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,155 | $1,533-24.6% | $5,298-78.2% | $2,405-52.0% |
| Participant deferral / active EE | $3,583 | $2,384+50.3% | $5,081-29.5% | $3,739-4.2% |
| Admin fee / account holder | $76 | $89-14.4% | $13,412-99.4% | $102-25.3% |