Filed December 16, 2024 (most recent of 15 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 26-0058143 4208 SIX FORKS RD # 1700 · RALEIGH, NC 276095731 | Consulting | $12,155 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $669 |
TIAA1 year Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $1 |
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 | $76,435 | $68,408+11.7% | $57,196+33.6% | $57,661+32.6% |
| Participation rate | 94.7% | 79.1%+15.5pp | 75.3%+19.3pp | 70.2%+24.4pp |
| Annual return | 8.24% | 8.51%-0.3pp | 14.59%-6.4pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,401 | $2,903+120.5% | $3,096+106.7% | $3,061+109.1% |
| Admin fee / account holder | $13 | $70-81.6% | $3,141-99.6% | $95-86.5% |