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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPLOYERS - ILA N.C. PORTS WELFARE Service code 10 · EIN 58-2126333 PO BOX 1116 · WILMINGTON, NC 284021116 | Accounting | $254,168 |
USI CONSULTING GROUP3 years Filed as: USI Service code 11 · EIN 34-1213174 1001 LAKESIDE AVE., SUITE 1200 · CLEVELAND, OH 44114 | Actuarial | $79,566 |
XPONANCE, INC.5 years Filed as: XPONANCE, INC. (PIEDMONT INV ADV) Service code 27 · EIN 20-2103144 1845 WALNUT ST., ST 800 · PHILADELPHIA, PA 19103 | Advisory (Plan) | $66,401 |
Filed as: ALEX BROWN/ RAYMOND JAMES & ASSOC. Service code 27 · EIN 59-1237041 100 NORTH MAIN ST, STE 204 · WINSTON-SALEM, NC 27101 | Advisory (Plan) | $58,461 |
WELLS FARGO BANK, N.A.3 years Filed as: PRINCIPAL, PREVIOUSLY WELLS FARGO Service code 15 · EIN 94-1347393 550 S 4TH ST. · MINNEAPOLIS, MN 55415 | Recordkeeping | $44,009 |
TJS DEEMER DANA LLP3 years Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $38,378 |
Service code 17 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Pension Consulting | $21,510 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080384 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $16,180 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 20.69% | 8.04%+12.6pp | 9.17%+11.5pp | 8.76%+11.9pp |
| Employer contribution / active EE | $10,149 | $10,583-4.1% | $40,523-75.0% | $16,664-39.1% |
| Participant deferral / active EE | $0 | $225-100.0% | $42-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |