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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $42,973 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $15,151 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN FINANCIAL ADVISORS Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $8,542 |
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 | $448,740 | $61,391+631.0% | $149,723+199.7% | $71,529+527.4% |
| Participation rate | 78.4% | 62.5%+15.9pp | 78.8%-0.4pp | 67.9%+10.5pp |
| Annual return | 18.85% | 35.88%-17.0pp | 134.50%-115.6pp | 28.97%-10.1pp |
| Employer contribution / active EE | $13,721 | $2,384+475.7% | $4,821+184.6% | $2,590+429.8% |
| Participant deferral / active EE | $10,887 | $2,921+272.8% | $5,682+91.6% | $4,291+153.7% |
| Admin fee / account holder | $244 | $1,264-80.7% | $13,215-98.2% | $1,588-84.6% |