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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Recordkeeping | $240,336 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC Service code 50 · EIN 34-1213174 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Direct Payment | $86,473 |
Filed as: PIEDMONT INVESTMENT ADVISORS, LLC Service code 28 · EIN 83-0697926 2605 MERIDIAN PKWY 105 · DURHAM, NC 27713 | Investment Management | $84,136 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 28 P O BOX 23641 · ST PETERSBURG, FL 33742 | Investment Management | $52,930 |
WELLS FARGO BANK, N.A.3+ years Service code 25 · EIN 94-1347393 1525 W WT HARRIS BLVD · CHAROLTTE, NC 28262 | Directed Trustee | $38,148 |
TJS DEEMER DANA LLP3+ years Service code 10 · EIN 58-2663273 P O BOX 9706 · SAVANNAH, GA 31412 | Accounting | $25,300 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $19,315 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT,LLC Service code 28 · EIN 46-1057753 18W140 BUTTERFIELD ROAD · OAKBROOK TERRACE, IL 60181 | Investment Management | $18,287 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 8.50% | -1.53%+10.0pp | -2.18%+10.7pp | -0.69%+9.2pp |
| Employer contribution / active EE | $10,778 | $14,498-25.7% | $38,751-72.2% | $16,786-35.8% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |