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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2+ years Service code 16 · EIN 04-3046611 | Consulting | $20,231 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $15,891 |
THE CARLYLE GROUP1 year Filed as: WOMBLE CARLYLE SANDRIDGE AND RICE Service code 29 · EIN 56-0308470 | Legal | $2,723 |
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 | $116,539 | $68,408+70.4% | $57,196+103.8% | $57,658+102.1% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 7.62% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.5pp |
| Employer contribution / active EE | $4,447 | $2,869+55.0% | $2,683+65.7% | $1,974+125.3% |
| Participant deferral / active EE | $6,186 | $2,903+113.1% | $3,096+99.8% | $3,061+102.1% |
| Admin fee / account holder | $37 | $70-47.4% | $3,141-98.8% | $95-61.2% |