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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $25,848 |
T ROWE PRICE RPS INC4+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $2,140 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,060 | $86,922+211.8% | $102,438+164.6% | $80,874+235.2% |
| Participation rate | 61.2% | 72.4%-11.2pp | 76.5%-15.3pp | 67.6%-6.5pp |
| Annual return | 11.16% | 18.90%-7.7pp | 29.37%-18.2pp | 35.62%-24.5pp |
| Employer contribution / active EE | $2,558 | $2,369+7.9% | $3,024-15.4% | $2,756-7.2% |
| Participant deferral / active EE | $10,638 | $4,119+158.3% | $5,054+110.5% | $4,297+147.6% |
| Admin fee / account holder | $194 | $8,050-97.6% | $9,448-97.9% | $6,935-97.2% |