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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $53,538 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $31,243 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $156 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $260,316 | $82,188+216.7% | $125,401+107.6% | $64,829+301.5% |
| Participation rate | 98.6% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -18.40% | 3.50%-21.9pp | 572.53%-590.9pp | 32.85%-51.2pp |
| Employer contribution / active EE | $11,059 | $3,617+205.7% | $4,816+129.6% | $2,507+341.1% |
| Participant deferral / active EE | $11,465 | $7,177+59.8% | $7,448+53.9% | $4,312+165.9% |
| Admin fee / account holder | $260 | $163+59.1% | $10,008-97.4% | $188+38.3% |