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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $33,153 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 1100 CORPORATE CENTER DR · RALEIGH, NC 27607 | Bank Trustee | $10,852 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 11.14% | 10.98%+0.2pp | 10.53%+0.6pp | 10.41%+0.7pp |
| Employer contribution / active EE | $16,779 | $15,231+10.2% | $29,360-42.9% | $14,691+14.2% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |