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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2+ years Service code 16 PO BOX 60071 · RALEIGH, NC 27675 | Consulting | $23,461 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,301 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,075 | $65,437+22.4% | $86,698-7.6% | $66,949+19.6% |
| Participation rate | 80.3% | 75.5%+4.8pp | 76.6%+3.7pp | 69.8%+10.4pp |
| Annual return | -15.72% | -10.91%-4.8pp | 35.96%-51.7pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,040 | $2,154-51.7% | $2,837-63.3% | $2,545-59.1% |
| Participant deferral / active EE | $3,583 | $4,102-12.6% | $4,656-23.0% | $4,239-15.5% |
| Admin fee / account holder | $107 | $642-83.3% | $7,492-98.6% | $594-81.9% |