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| 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 | Other commissions; Direct payment fro... | $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 | $106,264+100.1% | $147,117+44.5% | $77,762+173.4% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.1pp | 70.6%+23.6pp |
| Annual return | 14.55% | 56.94%-42.4pp | 420.54%-406.0pp | 31.27%-16.7pp |
| Employer contribution / active EE | $8,735 | $4,074+114.4% | $4,932+77.1% | $2,728+220.2% |
| Participant deferral / active EE | $6,492 | $8,003-18.9% | $8,065-19.5% | $4,651+39.6% |
| Admin fee / account holder | $561 | $334+67.9% | $12,993-95.7% | $433+29.7% |