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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $38,319 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $8,706 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3468527 | Indirect Investment Fees | $0 |
Filed as: SENTINEL INVESTMENTS Service code 52 · EIN 31-1276717 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE Service code 52 · EIN 52-1416752 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,819 | $47,977+16.3% | $154,108-63.8% | $56,289-0.8% |
| Participation rate | 97.7% | 66.2%+31.5pp | 83.0%+14.7pp | 69.9%+27.8pp |
| Annual return | 44.73% | 3.54%+41.2pp | 735.21%-690.5pp | -9.96%+54.7pp |
| Employer contribution / active EE | $1,085 | $2,169-50.0% | $5,298-79.5% | $2,111-48.6% |
| Participant deferral / active EE | $3,563 | $2,392+49.0% | $5,081-29.9% | $3,350+6.3% |
| Admin fee / account holder | $228 | $438-48.1% | $13,411-98.3% | $521-56.3% |