Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Accounting | $253,314 |
FINDLEY5+ years Filed as: FINDLEY DAVIES, INC Service code 11 · EIN 34-1213174 800 GREEN VALLEY ROAD · GREENSBORO, NC 27408 | Actuarial | $90,761 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 27 P O BOX 23641 · ST PETERSBURG, FL 33742 | Advisory (Plan) | $52,867 |
XPONANCE, INC.1 year Filed as: XPONANCE, INC. (PIEDMONT INV ADV) Service code 28 · EIN 20-2103144 1845 WALNUT ST., ST 800 · PHILADELPHIA, PA 19103 | Investment Management | $46,552 |
WELLS FARGO BANK, N.A.5+ years Service code 15 · EIN 94-1347393 550 S 4TH ST. · MINNEAPOLIS, MN 55415 | Recordkeeping | $40,050 |
TJS DEEMER DANA LLP5+ years Service code 10 · EIN 58-2663273 P O BOX 9706 · SAVANNAH, GA 31412 | Accounting | $27,100 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $21,066 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $15,075 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 56-6328901 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 6.05% | 9.58%-3.5pp | 9.52%-3.5pp | 11.45%-5.4pp |
| Employer contribution / active EE | $11,066 | $21,155-47.7% | $41,951-73.6% | $17,219-35.7% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |