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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST FINANCIAL PARTNERS Service code 27 4208 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $38,622 |
T ROWE PRICE RPS INC6+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $37,671 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $12,984 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,229 | $100,801+53.0% | $149,745+3.0% | $73,412+110.1% |
| Participation rate | 76.5% | 77.7%-1.2pp | 82.5%-6.0pp | 72.2%+4.3pp |
| Annual return | 18.34% | 265.34%-247.0pp | 276.72%-258.4pp | 59.30%-41.0pp |
| Employer contribution / active EE | $2,808 | $3,312-15.2% | $4,646-39.5% | $2,234+25.7% |
| Participant deferral / active EE | $6,480 | $6,404+1.2% | $6,843-5.3% | $3,806+70.3% |
| Admin fee / account holder | $339 | $181+87.7% | $9,312-96.4% | $158+114.9% |