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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,025 |
CARY STREET PARTNERS INVESTMENT5+ years Filed as: CARY STREET PARTNERS LLC Service code 19 · EIN 32-0007529 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,174 | $85,135-7.0% | $98,920-20.0% | $73,412+7.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 9.99% | 19.14%-9.1pp | 196.47%-186.5pp | 59.30%-49.3pp |
| Employer contribution / active EE | $6,467 | $2,721+137.7% | $2,689+140.5% | $2,234+189.5% |
| Participant deferral / active EE | $3,465 | $4,349-20.3% | $4,245-18.4% | $3,806-8.9% |
| Admin fee / account holder | $11 | $139-92.3% | $6,643-99.8% | $158-93.2% |