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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-1981693 280 S. MANGUM ST. 550 · DURHAM, NC 277013683 | Recordkeeping | $25,899 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,175 | $74,552+53.1% | $63,018+81.2% | $69,631+64.0% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 13.85% | 15.77%-1.9pp | 87.62%-73.8pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $4,247 | $2,929+45.0% | $2,761+53.8% | $2,032+109.0% |
| Participant deferral / active EE | $5,080 | $2,974+70.8% | $3,330+52.6% | $3,224+57.6% |
| Admin fee / account holder | $43 | $59-28.4% | $3,601-98.8% | $110-61.5% |