Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | Securities brokerage commissions and ... | $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 | $95,438+207.8% | $135,998+116.0% | $74,478+294.5% |
| Participation rate | 98.7% | 78.2%+20.5pp | 81.9%+16.8pp | 70.7%+28.0pp |
| Annual return | 19.99% | 32.61%-12.6pp | 68.37%-48.4pp | 34.37%-14.4pp |
| Employer contribution / active EE | $10,124 | $3,878+161.1% | $4,860+108.3% | $2,637+283.9% |
| Participant deferral / active EE | $11,832 | $7,790+51.9% | $7,761+52.5% | $4,530+161.2% |
| Admin fee / account holder | $184 | $259-28.7% | $10,769-98.3% | $347-46.9% |