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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $70,019 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $36,834 |
DISCIPLINED EQUITY1 year Service code 26 · EIN 59-3691907 | Advisory (Participants) | $19,236 |
HB WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 87-2119854 | Advisory (Participants) | $13,262 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $561 |
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 | $165,620 | $82,188+101.5% | $125,391+32.1% | $64,824+155.5% |
| Participation rate | 97.0% | 77.9%+19.1pp | 82.4%+14.6pp | 71.5%+25.5pp |
| Annual return | -16.33% | 3.50%-19.8pp | 572.41%-588.7pp | 32.84%-49.2pp |
| Employer contribution / active EE | $8,953 | $3,617+147.5% | $4,816+85.9% | $2,507+257.1% |
| Participant deferral / active EE | $5,975 | $7,177-16.8% | $7,448-19.8% | $4,311+38.6% |
| Admin fee / account holder | $443 | $163+171.6% | $10,009-95.6% | $188+136.1% |