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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 1100 CORPORATE CENTER DR · RALEIGH, NC 27607 | Bank Trustee | $18,307 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 28 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Investment Management | $12,502 |
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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 | $72,552-100.0% | $91,826-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 4.7%-4.7pp | 13.5%-13.5pp |
| Annual return | 7.37% | 9.41%-2.0pp | 793.01%-785.6pp | 9.29%-1.9pp |
| Employer contribution / active EE | $8,683 | $13,564-36.0% | $27,004-67.8% | $15,168-42.8% |
| Participant deferral / active EE | $0 | $96-100.0% | $154-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $599-100.0% | $4,239-100.0% | $2,037-100.0% |