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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $56,799 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $33,425 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other com... | $85 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $349,569 | $106,247+229.0% | $147,096+137.6% | $77,714+349.8% |
| Participation rate | 98.0% | 78.4%+19.6pp | 82.2%+15.8pp | 70.6%+27.4pp |
| Annual return | 14.83% | 56.87%-42.0pp | 419.75%-404.9pp | 31.26%-16.4pp |
| Employer contribution / active EE | $12,448 | $4,069+205.9% | $4,936+152.2% | $2,727+356.5% |
| Participant deferral / active EE | $13,035 | $7,996+63.0% | $8,071+61.5% | $4,649+180.4% |
| Admin fee / account holder | $196 | $338-41.9% | $13,005-98.5% | $433-54.7% |