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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Advisory (Plan) | $10,298 |
PENTEGRA SERVICES, INC.1 year Service code 13 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604 | Contract Administrator | $6,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,810 | $69,708-7.0% | $67,560-4.1% | $74,478-13.0% |
| Participation rate | 96.0% | 71.4%+24.6pp | 72.9%+23.1pp | 67.2%+28.8pp |
| Annual return | 14.94% | -40.67%+55.6pp | 3533.50%-3518.6pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,595 | $2,715+32.4% | $2,737+31.3% | $2,626+36.9% |
| Participant deferral / active EE | $4,451 | $3,637+22.4% | $4,004+11.2% | $4,350+2.3% |
| Admin fee / account holder | $97 | $887-89.1% | $3,994-97.6% | $1,946-95.0% |