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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $98,154 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,108 |
HOMRICH BERG1 year Service code 26 · EIN 58-1862413 | Advisory (Participants) | $13,232 |
SMITH & HOWARD, PC1 year Filed as: SMITH AND HOWARD PC Service code 10 271 17TH ST NW · ATLANTA, GA 30363 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $421 |
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 | $214,093 | $104,336+105.2% | $159,487+34.2% | $86,821+146.6% |
| Participation rate | 93.2% | 77.7%+15.5pp | 82.8%+10.4pp | 72.3%+20.9pp |
| Annual return | 15.77% | 26.32%-10.6pp | 263.71%-247.9pp | 97.94%-82.2pp |
| Employer contribution / active EE | $8,872 | $3,451+157.1% | $4,831+83.6% | $2,406+268.8% |
| Participant deferral / active EE | $6,291 | $6,837-8.0% | $7,354-14.4% | $4,132+52.3% |
| Admin fee / account holder | $375 | $172+117.6% | $10,804-96.5% | $170+121.0% |