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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-1484847 PO BOX 29522 · RALEIGH, NC 276260522 | Bank Trustee | $44,978 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $79,488 | $93,182-14.7% | $146,647-45.8% | $79,389+0.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 19.14% | 21.61%-2.5pp | 22.75%-3.6pp | 116.89%-97.7pp |
| Employer contribution / active EE | $10,266 | $2,420+324.3% | $4,137+148.2% | $2,428+322.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $169 | $585-71.1% | $10,281-98.4% | $626-73.0% |