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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $60,913 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,916 | $95,417+63.4% | $135,974+14.7% | $74,460+109.4% |
| Participation rate | 75.9% | 78.2%-2.3pp | 81.9%-6.0pp | 70.7%+5.1pp |
| Annual return | 18.20% | 32.76%-14.6pp | 68.30%-50.1pp | 34.38%-16.2pp |
| Employer contribution / active EE | $3,118 | $3,878-19.6% | $4,859-35.8% | $2,638+18.2% |
| Participant deferral / active EE | $7,205 | $7,789-7.5% | $7,760-7.2% | $4,530+59.0% |
| Admin fee / account holder | $339 | $266+27.3% | $10,767-96.9% | $348-2.6% |