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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC4 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $307,126 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $92,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,579 | $68,110-46.3% | $155,556-76.5% | $99,313-63.2% |
| Participation rate | 92.6% | 67.8%+24.8pp | 78.2%+14.4pp | 71.7%+20.9pp |
| Annual return | 15.18% | 16.16%-1.0pp | 64.84%-49.7pp | 17.67%-2.5pp |
| Employer contribution / active EE | $582 | $2,291-74.6% | $4,675-87.6% | $3,264-82.2% |
| Participant deferral / active EE | $4,170 | $3,865+7.9% | $5,631-25.9% | $5,346-22.0% |
| Admin fee / account holder | $36 | $94-62.1% | $15,885-99.8% | $109-67.3% |