Filed January 17, 2023
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC6 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $346,884 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
JOHNSON LAMBERT LLP2 years Service code 10 PO BOX 60096 · CHARLOTTE, NC 28260 | Accounting | $33,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,043 | $93,283-24.9% | $76,891-8.9% | $103,657-32.4% |
| Participation rate | 87.8% | 79.3%+8.6pp | 69.6%+18.2pp | 73.4%+14.4pp |
| Annual return | 18.37% | 17.40%+1.0pp | 37.91%-19.5pp | 33.13%-14.8pp |
| Employer contribution / active EE | $2,786 | $3,170-12.1% | $2,534+10.0% | $3,216-13.4% |
| Participant deferral / active EE | $4,557 | $4,624-1.5% | $3,833+18.9% | $5,218-12.7% |
| Admin fee / account holder | $56 | $78-28.0% | $5,488-99.0% | $114-50.6% |