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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,086 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $13,974 |
PLANTE & MORAN, PLLC5 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $9,395 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $490,961 | $55,470+785.1% | $155,556+215.6% | $74,478+559.2% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.6pp | 67.2%+30.7pp |
| Annual return | 13.90% | 269.80%-255.9pp | 64.84%-50.9pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $17,477 | $2,267+671.0% | $4,675+273.8% | $2,626+565.5% |
| Participant deferral / active EE | $14,548 | $2,838+412.6% | $5,631+158.4% | $4,350+234.4% |
| Admin fee / account holder | $237 | $1,744-86.4% | $15,885-98.5% | $1,946-87.8% |