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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $16,941 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $5,585 |
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 | $84,189 | $76,112+10.6% | $96,544-12.8% | $71,529+17.7% |
| Participation rate | 79.4% | 74.4%+5.0pp | 76.0%+3.4pp | 67.9%+11.5pp |
| Annual return | 12.69% | 22.80%-10.1pp | 25.88%-13.2pp | 28.97%-16.3pp |
| Employer contribution / active EE | $908 | $2,248-59.6% | $2,966-69.4% | $2,590-64.9% |
| Participant deferral / active EE | $3,091 | $4,217-26.7% | $4,851-36.3% | $4,291-28.0% |
| Admin fee / account holder | $106 | $2,708-96.1% | $8,254-98.7% | $1,588-93.3% |