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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $349,484 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $23,576 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $22,400 |
LUDWIG KLEWER & CO2 years Service code 10 4783 EAST CAMP LOWELL DRIVE · TUCSON, AZ 85712 | Accounting | $5,700 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities brokerage; Direct payment ... | $406 |
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 | $54,080 | $56,095-3.6% | $178,510-69.7% | $90,274-40.1% |
| Participation rate | 90.4% | 65.6%+24.8pp | 81.9%+8.5pp | 73.4%+17.0pp |
| Annual return | 16.20% | 28.81%-12.6pp | 151.13%-134.9pp | 53.97%-37.8pp |
| Employer contribution / active EE | $1,278 | $1,572-18.8% | $5,011-74.5% | $2,523-49.4% |
| Participant deferral / active EE | $3,851 | $2,669+44.3% | $5,202-26.0% | $4,231-9.0% |
| Admin fee / account holder | $75 | $101-25.1% | $13,988-99.5% | $114-33.9% |