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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC3 years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $55,144 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $34,149 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $110 |
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 | $293,804 | $95,417+207.9% | $135,974+116.1% | $74,460+294.6% |
| Participation rate | 98.7% | 78.2%+20.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 19.99% | 32.76%-12.8pp | 68.30%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $10,124 | $3,878+161.1% | $4,859+108.4% | $2,638+283.7% |
| Participant deferral / active EE | $11,832 | $7,789+51.9% | $7,760+52.5% | $4,530+161.2% |
| Admin fee / account holder | $184 | $266-30.7% | $10,767-98.3% | $348-47.0% |