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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 4208 SIX FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $21,088 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE Service code 15 · EIN 52-1309931 | Recordkeeping | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,880 | $73,102-9.9% | $123,552-46.7% | $56,287+17.0% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.2pp |
| Annual return | -4.21% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $1,981 | $2,977-33.5% | $4,628-57.2% | $2,111-6.2% |
| Participant deferral / active EE | $5,735 | $5,423+5.8% | $6,426-10.7% | $3,350+71.2% |
| Admin fee / account holder | $121 | $554-78.2% | $9,285-98.7% | $521-76.8% |