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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $41,582 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPTRUST ADVISORS LLC Service code 16 102 WEST WHTING STREET · TAMPA, FL 33602 | Consulting | $28,145 |
Filed as: CAPTRUST FINANCIAL PARTNERS Service code 16 4208 SIX FORKS RD · RALEIGH, NC 27609 | Consulting | $20,105 |
Filed as: CARR RIGGS AND INGRAM Service code 10 2111 DREW STREET · CLEARWATER, FL 33765 | Accounting | $12,000 |
Filed as: CHARLES SCHWAB AND CO INC Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Shareholder servicing fees; Securitie... | $999 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Securities brokerage; Direct payment ... | $0 |
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 | $369,004 | $85,766+330.2% | $136,298+170.7% | $70,126+426.2% |
| Participation rate | 83.6% | 74.2%+9.4pp | 81.9%+1.7pp | 69.5%+14.0pp |
| Annual return | 18.72% | 31.46%-12.7pp | 5156.27%-5137.6pp | 73.15%-54.4pp |
| Employer contribution / active EE | $5,528 | $2,966+86.4% | $4,696+17.7% | $2,343+136.0% |
| Participant deferral / active EE | $4,846 | $5,051-4.1% | $6,247-22.4% | $3,332+45.4% |
| Admin fee / account holder | $1,239 | $5,421-77.1% | $9,244-86.6% | $4,645-73.3% |