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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC2+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $542,041 |
CAPFINANCIAL PARTNERS LLC2+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $81,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,298 | $73,283-30.0% | $155,556-67.0% | $106,553-51.9% |
| Participation rate | 42.4% | 73.3%-30.9pp | 78.2%-35.8pp | 69.8%-27.4pp |
| Annual return | 17.08% | 15.76%+1.3pp | 64.84%-47.8pp | 17.37%-0.3pp |
| Employer contribution / active EE | $1,424 | $2,241-36.5% | $4,675-69.6% | $3,359-57.6% |
| Participant deferral / active EE | $3,434 | $4,567-24.8% | $5,631-39.0% | $5,562-38.3% |
| Admin fee / account holder | $78 | $56+39.4% | $15,885-99.5% | $80-2.2% |