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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 58-2126333 P O BOX 1116 · WILMINGTON, NC 284021116 | Accounting | $198,127 |
USI CONSULTING GROUP1 year Filed as: USI Service code 11 · EIN 34-1213174 1660 WEST SECOND STREET · CLEVELAND, OH 44113 | Actuarial | $92,352 |
XPONANCE, INC.3 years Filed as: XPONANCE, INC. (PIEDMONT INV ADV) Service code 28 · EIN 20-2103144 1845 WALNUT ST., ST 800 · PHILADELPHIA, PA 19103 | Investment Management | $64,434 |
Filed as: ALEX BROWN/RAYMOND JAMES & ASSOC. Service code 27 · EIN 59-1237041 100 NORTH MAIN ST, SU 204 · WINSTON-SALEM, NC 27101 | Advisory (Plan) | $57,766 |
WELLS FARGO BANK, N.A.1 year Filed as: PRINCIPAL, PREVIOUSLY WELLS FARGO Service code 15 · EIN 94-1347393 550 S 4TH ST. · MINNEAPOLIS, MN 55415 | Recordkeeping | $41,330 |
TJS DEEMER DANA LLP1 year Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $26,400 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $20,902 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $20,328 |
Filed as: AFL-CIO BUILDING INVESTMENT TRUST Service code 28 · EIN 56-6328901 | Investment Management | $0 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -14.54% | 38.53%-53.1pp | -3.21%-11.3pp | 2.77%-17.3pp |
| Employer contribution / active EE | $12,027 | $14,659-18.0% | $46,051-73.9% | $15,262-21.2% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |