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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $625 |
CARY STREET PARTNERS INVESTMENT3+ years Filed as: CARY STREET PARTNERS LLC Service code 19 · EIN 32-0007529 | Securities Custodian | $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 | $80,864 | $58,093+39.2% | $80,022+1.1% | $56,287+43.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 9.19% | 34.63%-25.4pp | 11.22%-2.0pp | -9.96%+19.2pp |
| Employer contribution / active EE | $4,739 | $1,933+145.2% | $2,468+92.0% | $2,111+124.5% |
| Participant deferral / active EE | $2,576 | $3,136-17.9% | $3,686-30.1% | $3,350-23.1% |
| Admin fee / account holder | $7 | $623-98.9% | $6,521-99.9% | $521-98.7% |