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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $62,487 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $48,287 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,758 | $104,336+65.6% | $159,474+8.3% | $86,821+99.0% |
| Participation rate | 81.5% | 77.7%+3.8pp | 82.8%-1.3pp | 72.3%+9.2pp |
| Annual return | 15.37% | 26.32%-11.0pp | 263.68%-248.3pp | 97.94%-82.6pp |
| Employer contribution / active EE | $3,261 | $3,451-5.5% | $4,831-32.5% | $2,406+35.5% |
| Participant deferral / active EE | $7,445 | $6,837+8.9% | $7,353+1.2% | $4,132+80.2% |
| Admin fee / account holder | $407 | $172+136.5% | $10,802-96.2% | $170+140.2% |