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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Recordkeeping | $254,472 |
FINDLEY1+ years Filed as: FINDLEY DAVIES, INC Service code 11 · EIN 34-1213174 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Actuarial | $84,231 |
NCM CAPITAL MANAGEMENT GROUP1+ years Filed as: NCM CAPITAL MANAGEMENT GROUP, INC Service code 28 · EIN 56-1535917 2634 DURHAM CHAPEL HILL B · DURHAM, NC 27707 | Investment Management | $54,845 |
DUETSCHE BANK1+ years Service code 27 · EIN 13-2730828 ONE SOUTH STREET · BALTIMORE, MD 20202 | Advisory (Plan) | $49,762 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $35,841 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 4015 TRYON ST, D1050-140 · CHAROLTTE, NC 28202 | Recordkeeping | $35,688 |
TJS DEEMER DANA LLP1+ years Service code 10 · EIN 58-2663273 P O BOX 9706 · SAVANNAH, GA 31412 | Accounting | $28,350 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $18,361 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 36-4445613 1 LINCOLN CTR 18W140 · OAKBROOK TERRACE, IL 60181 | Investment Management | $18,171 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.45% | 5.13%+1.3pp | 4.74%+1.7pp | 7.18%-0.7pp |
| Employer contribution / active EE | $10,168 | $14,689-30.8% | $36,089-71.8% | $13,095-22.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |