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| Provider | Service type | Compensation |
|---|---|---|
CARY STREET PARTNERS INVESTMENT1+ years Filed as: CARY STREET PARTNERS LLC Service code 19 · EIN 32-0007529 | Securities Custodian | $0 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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 | $102,659 | $56,640+81.3% | $78,002+31.6% | $55,167+86.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 11.35% | 2868.48%-2857.1pp | 425.99%-414.6pp | 169.23%-157.9pp |
| Employer contribution / active EE | $5,481 | $1,724+218.0% | $2,470+121.9% | $1,963+179.3% |
| Participant deferral / active EE | $2,293 | $2,778-17.5% | $3,497-34.4% | $3,054-24.9% |
| Admin fee / account holder | $5 | $467-99.0% | $5,481-99.9% | $504-99.1% |