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| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $515,762 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $78,718 |
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 | $42,918 | $68,330-37.2% | $149,740-71.3% | $96,393-55.5% |
| Participation rate | 41.4% | 74.6%-33.2pp | 78.8%-37.4pp | 71.3%-29.9pp |
| Annual return | 25.06% | 29.64%-4.6pp | 134.51%-109.4pp | 22.88%+2.2pp |
| Employer contribution / active EE | $1,226 | $2,139-42.7% | $4,821-74.6% | $3,239-62.1% |
| Participant deferral / active EE | $3,176 | $4,422-28.2% | $5,683-44.1% | $5,455-41.8% |
| Admin fee / account holder | $74 | $52+42.0% | $13,222-99.4% | $74-0.1% |