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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $69,786 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $49,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,272 | $106,264+65.9% | $147,117+19.8% | $77,762+126.7% |
| Participation rate | 69.9% | 78.4%-8.5pp | 82.2%-12.3pp | 70.6%-0.7pp |
| Annual return | 14.31% | 56.94%-42.6pp | 420.54%-406.2pp | 31.27%-17.0pp |
| Employer contribution / active EE | $3,858 | $4,074-5.3% | $4,932-21.8% | $2,728+41.4% |
| Participant deferral / active EE | $8,651 | $8,003+8.1% | $8,065+7.3% | $4,651+86.0% |
| Admin fee / account holder | $198 | $334-40.9% | $12,993-98.5% | $433-54.4% |