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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $412,290 |
CAPFINANCIAL PARTNERS LLC9+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $49,994 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $73 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,079 | $59,312-15.6% | $149,740-66.6% | $103,657-51.7% |
| Participation rate | 90.8% | 70.3%+20.6pp | 78.8%+12.1pp | 73.4%+17.5pp |
| Annual return | 20.71% | 78.03%-57.3pp | 134.51%-113.8pp | 33.13%-12.4pp |
| Employer contribution / active EE | $1,395 | $2,187-36.2% | $4,821-71.1% | $3,216-56.6% |
| Participant deferral / active EE | $4,315 | $3,719+16.0% | $5,683-24.1% | $5,218-17.3% |
| Admin fee / account holder | $70 | $103-32.2% | $13,222-99.5% | $114-39.0% |