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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 | $206,643 |
WELLS FARGO BANK, N.A.2 years Filed as: PRINCIPAL, PREVIOUSLY WELLS FARGO Service code 15 · EIN 94-1347393 550 S 4TH ST. · MINNEAPOLIS, MN 55415 | Recordkeeping | $65,870 |
USI CONSULTING GROUP2 years Filed as: USI Service code 11 · EIN 34-1213174 1001 LAKESIDE AVE., SUITE 1200 · CLEVELAND, OH 44114 | Actuarial | $65,529 |
XPONANCE, INC.4 years Filed as: XPONANCE, INC. (PIEDMONT INV ADV) Service code 28 · EIN 20-2103144 1845 WALNUT ST., ST 800 · PHILADELPHIA, PA 19103 | Investment Management | $61,824 |
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) | $55,769 |
TJS DEEMER DANA LLP2 years Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR · SAVANNAH, GA 31405 | Accounting | $30,400 |
Service code 29 · EIN 56-0616657 16 NORTH 5TH AVENUE · WILMINGTON, NC 28401 | Legal | $21,110 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080384 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $19,578 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 10.65% | 11.26%-0.6pp | 12.68%-2.0pp | 37.74%-27.1pp |
| Employer contribution / active EE | $11,209 | $10,658+5.2% | $41,595-73.1% | $15,788-29.0% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |