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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST ADVISORS, LLC Service code 27 · EIN 45-0479693 | Advisory (Plan) | $30,228 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,179 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $450 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,925 | $70,002+68.5% | $115,038+2.5% | $52,331+125.3% |
| Participation rate | 73.9% | 72.1%+1.8pp | 81.4%-7.5pp | 68.1%+5.8pp |
| Annual return | 2.74% | 4.04%-1.3pp | 26.14%-23.4pp | 4.54%-1.8pp |
| Employer contribution / active EE | $2,243 | $2,715-17.4% | $4,608-51.3% | $1,882+19.2% |
| Participant deferral / active EE | $5,254 | $4,920+6.8% | $6,026-12.8% | $3,022+73.8% |
| Admin fee / account holder | $200 | $566-64.6% | $8,175-97.5% | $592-66.1% |