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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,125 |
CARY STREET PARTNERS INVESTMENT7+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,581 | $81,948-15.1% | $90,760-23.3% | $64,819+7.3% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | -18.92% | -12.53%-6.4pp | -12.16%-6.8pp | 32.84%-51.8pp |
| Employer contribution / active EE | $6,182 | $3,067+101.5% | $2,922+111.6% | $2,507+146.6% |
| Participant deferral / active EE | $3,148 | $4,844-35.0% | $4,565-31.0% | $4,311-27.0% |
| Admin fee / account holder | $254 | $157+61.8% | $8,444-97.0% | $188+35.3% |