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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $34,916 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,635 |
PLANTE & MORAN, PLLC3 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $6,938 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $57 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $428,430 | $65,125+557.9% | $143,797+197.9% | $66,949+539.9% |
| Participation rate | 93.4% | 65.2%+28.2pp | 80.3%+13.1pp | 69.8%+23.6pp |
| Annual return | -17.17% | -11.13%-6.0pp | -0.04%-17.1pp | 1.57%-18.7pp |
| Employer contribution / active EE | $19,058 | $2,362+706.7% | $4,952+284.8% | $2,545+648.7% |
| Participant deferral / active EE | $14,210 | $2,920+386.6% | $5,638+152.0% | $4,239+235.2% |
| Admin fee / account holder | $241 | $503-52.0% | $14,679-98.4% | $594-59.4% |