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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 | $86,949+211.7% | $102,460+164.6% | $80,959+234.8% |
| Participation rate | 61.2% | 72.4%-11.2pp | 76.5%-15.3pp | 67.7%-6.5pp |
| Annual return | 11.16% | 18.89%-7.7pp | 29.47%-18.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,558 | $2,370+7.9% | $3,025-15.5% | $2,757-7.2% |
| Participant deferral / active EE | $10,638 | $4,121+158.1% | $5,056+110.4% | $4,300+147.4% |
| Admin fee / account holder | $194 | $8,048-97.6% | $9,460-97.9% | $6,925-97.2% |