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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $74,284 |
T ROWE PRICE RPS INC5 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $42,651 |
DISCIPLINED EQUITY3 years Service code 26 · EIN 59-3691907 | Advisory (Participants) | $31,343 |
SMITH & HOWARD, PC4 years Filed as: SMITH AND HOWARD PC Service code 10 271 17TH ST NW · ATLANTA, GA 30363 | Accounting | $19,000 |
HB WEALTH MANAGEMENT LLC3 years Service code 26 · EIN 87-2119854 | Advisory (Participants) | $16,152 |
HILB GROUP1 year Filed as: THE HILB GROUP OF NE, LLC Service code 10 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Accounting | $7,125 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $125 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,581 | $106,110+100.3% | $147,005+44.6% | $77,671+173.7% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.1pp | 70.6%+23.7pp |
| Annual return | 14.55% | 56.77%-42.2pp | 418.76%-404.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $8,735 | $4,065+114.9% | $4,934+77.0% | $2,726+220.4% |
| Participant deferral / active EE | $6,492 | $7,992-18.8% | $8,070-19.5% | $4,648+39.7% |
| Admin fee / account holder | $561 | $338+66.2% | $13,006-95.7% | $430+30.4% |