Filed January 17, 2023
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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC7 years Service code 15 100 EAST PRATT ST · BALTIMORE, MD 21202 | Recordkeeping | $363,524 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $70,000 |
JOHNSON LAMBERT LLP3 years Service code 10 PO BOX 60096 · CHARLOTTE, NC 28260 | Accounting | $34,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,997 | $103,282-25.4% | $81,370-5.4% | $99,313-22.5% |
| Participation rate | 86.5% | 73.2%+13.3pp | 69.5%+17.0pp | 71.7%+14.8pp |
| Annual return | 12.93% | 15.11%-2.2pp | 24.85%-11.9pp | 17.67%-4.7pp |
| Employer contribution / active EE | $3,038 | $3,061-0.7% | $2,464+23.3% | $3,264-6.9% |
| Participant deferral / active EE | $4,944 | $4,549+8.7% | $3,885+27.2% | $5,346-7.5% |
| Admin fee / account holder | $55 | $78-29.5% | $5,749-99.0% | $109-49.3% |