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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 56-1484847 PO BOX 29522 · RALEIGH, NC 276260522 | Bank Trustee | $50,318 |
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 | $86,079 | $86,692-0.7% | $119,634-28.0% | $66,949+28.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -17.99% | -8.00%-10.0pp | -14.98%-3.0pp | 1.57%-19.6pp |
| Employer contribution / active EE | $12,011 | $2,536+373.6% | $4,232+183.8% | $2,545+371.9% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $224 | $755-70.4% | $10,329-97.8% | $594-62.3% |