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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $47,686 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $32,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,930 | $75,388+60.4% | $123,553-2.1% | $55,725+117.0% |
| Participation rate | 67.8% | 75.7%-7.9pp | 82.3%-14.5pp | 70.9%-3.1pp |
| Annual return | -6.41% | 4.48%-10.9pp | 119.21%-125.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $2,465 | $3,063-19.5% | $4,628-46.7% | $2,078+18.6% |
| Participant deferral / active EE | $5,661 | $5,651+0.2% | $6,426-11.9% | $3,356+68.7% |
| Admin fee / account holder | $374 | $120+212.0% | $9,284-96.0% | $115+224.4% |