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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,500 |
WISS & COMPANY, LLP7 years Filed as: WISS & COMPANY LLP. Service code 10 354 EISENHOWER PARKWAY · LIVINGSTON, NJ 07039 | Accounting | $18,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $13,365 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Other commissions; Securities brokera... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,050 | $50,574+74.1% | $169,368-48.0% | $80,160+9.8% |
| Participation rate | 89.9% | 67.8%+22.1pp | 77.1%+12.8pp | 72.9%+17.0pp |
| Annual return | 18.95% | 22.92%-4.0pp | 405.60%-386.7pp | 40.38%-21.4pp |
| Employer contribution / active EE | $320 | $1,693-81.1% | $4,013-92.0% | $2,978-89.2% |
| Participant deferral / active EE | $6,869 | $4,164+64.9% | $6,221+10.4% | $5,017+36.9% |
| Admin fee / account holder | $30 | $107-71.9% | $9,003-99.7% | $145-79.3% |