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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $15,000 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $4,029 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,511 | $84,936+34.8% | $111,303+2.9% | $79,390+44.2% |
| Participation rate | 79.4% | 75.9%+3.5pp | 77.3%+2.1pp | 70.7%+8.7pp |
| Annual return | 11.53% | 17.45%-5.9pp | 54.66%-43.1pp | 116.86%-105.3pp |
| Employer contribution / active EE | $1,307 | $1,979-34.0% | $2,731-52.1% | $2,428-46.2% |
| Participant deferral / active EE | $3,822 | $3,888-1.7% | $4,488-14.8% | $4,046-5.5% |
| Admin fee / account holder | $70 | $537-87.0% | $7,965-99.1% | $626-88.8% |