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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931 | Recordkeeping | $18,189 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 99 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Other Fees | $14,515 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,868 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,227 | $84,499-52.4% | $125,391-67.9% | $66,949-39.9% |
| Participation rate | 72.7% | 76.4%-3.7pp | 82.4%-9.7pp | 69.8%+2.9pp |
| Annual return | -20.30% | -8.49%-11.8pp | 572.41%-592.7pp | 1.57%-21.9pp |
| Employer contribution / active EE | $1,134 | $3,554-68.1% | $4,816-76.4% | $2,545-55.4% |
| Participant deferral / active EE | $2,040 | $6,785-69.9% | $7,448-72.6% | $4,239-51.9% |
| Admin fee / account holder | $241 | $685-64.8% | $10,009-97.6% | $594-59.4% |