Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC11+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $57,293 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $54,436 |
HCVT10+ years Filed as: HCVT LLP Service code 10 FILE 1404 · PASADENA, CA 91199 | Accounting | $19,125 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $301 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,552 | $116,081+61.6% | $156,181+20.1% | $79,634+135.5% |
| Participation rate | 94.3% | 75.6%+18.8pp | 78.8%+15.5pp | 62.5%+31.9pp |
| Annual return | 12.65% | 15.89%-3.2pp | 64.87%-52.2pp | 36.46%-23.8pp |
| Employer contribution / active EE | $6,499 | $2,828+129.8% | $4,294+51.4% | $2,529+157.0% |
| Participant deferral / active EE | $8,576 | $4,584+87.1% | $6,132+39.8% | $3,835+123.6% |
| Admin fee / account holder | $207 | $854-75.8% | $14,586-98.6% | $1,002-79.4% |