Filed December 3, 2018 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 PO BOX 60071 · RALEIGH, NC 27675 | Advisory (Plan) | $75,000 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $46,672 |
Service code 10 1801 W OLYMPIC BLVD · PASADENA, CA 91199 | Accounting | $19,983 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,902 | $71,142+110.7% | $119,634+25.3% | $64,824+131.2% |
| Participation rate | 90.6% | 78.6%+11.9pp | 79.3%+11.3pp | 71.5%+19.1pp |
| Annual return | -15.96% | -10.01%-6.0pp | -14.98%-1.0pp | 32.84%-48.8pp |
| Employer contribution / active EE | $5,077 | $2,497+103.3% | $4,232+19.9% | $2,507+102.5% |
| Participant deferral / active EE | $6,802 | $4,490+51.5% | $5,601+21.4% | $4,311+57.8% |
| Admin fee / account holder | $222 | $162+36.7% | $10,329-97.9% | $188+18.0% |