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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $297,808 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $97,445 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,195 | $59,312-47.4% | $149,740-79.2% | $103,657-69.9% |
| Participation rate | 91.0% | 70.3%+20.7pp | 78.8%+12.2pp | 73.4%+17.6pp |
| Annual return | 47.48% | 78.03%-30.6pp | 134.51%-87.0pp | 33.13%+14.4pp |
| Employer contribution / active EE | $690 | $2,187-68.4% | $4,821-85.7% | $3,216-78.5% |
| Participant deferral / active EE | $3,891 | $3,719+4.6% | $5,683-31.5% | $5,218-25.4% |
| Admin fee / account holder | $36 | $103-64.8% | $13,222-99.7% | $114-68.3% |