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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 | $106,110+66.1% | $147,005+19.9% | $77,671+126.9% |
| Participation rate | 69.9% | 78.4%-8.5pp | 82.2%-12.2pp | 70.6%-0.7pp |
| Annual return | 14.31% | 56.77%-42.5pp | 418.76%-404.5pp | 31.21%-16.9pp |
| Employer contribution / active EE | $3,858 | $4,065-5.1% | $4,934-21.8% | $2,726+41.5% |
| Participant deferral / active EE | $8,651 | $7,992+8.2% | $8,070+7.2% | $4,648+86.1% |
| Admin fee / account holder | $198 | $338-41.5% | $13,006-98.5% | $430-54.1% |