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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST ADVISORS LLC Service code 16 PO BOX 600071 · RALEIGH, NC 27675 | Consulting | $34,627 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $18,498 |
Filed as: CARR RIGGS & INGRAM Service code 10 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $14,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $323,301 | $76,551+322.3% | $123,894+160.9% | $62,881+414.1% |
| Participation rate | 82.9% | 73.0%+9.9pp | 81.4%+1.4pp | 69.3%+13.6pp |
| Annual return | 6.84% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $7,182 | $2,882+149.2% | $4,617+55.6% | $2,281+214.9% |
| Participant deferral / active EE | $4,820 | $4,840-0.4% | $5,984-19.5% | $3,203+50.5% |
| Admin fee / account holder | $970 | $4,826-79.9% | $8,357-88.4% | $4,296-77.4% |