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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 56-1981693 280 S. MANGUM ST. 550 · DURHAM, NC 277013683 | Recordkeeping | $23,293 |
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 | $109,210 | $70,083+55.8% | $59,899+82.3% | $55,725+96.0% |
| Participation rate | 98.9% | 78.4%+20.5pp | 74.7%+24.2pp | 70.9%+28.0pp |
| Annual return | -2.36% | 3.13%-5.5pp | 3.46%-5.8pp | 244.93%-247.3pp |
| Employer contribution / active EE | $4,124 | $2,878+43.3% | $2,723+51.5% | $2,078+98.5% |
| Participant deferral / active EE | $4,752 | $3,079+54.4% | $3,402+39.7% | $3,356+41.6% |
| Admin fee / account holder | $46 | $70-33.9% | $3,592-98.7% | $115-59.7% |