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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAROLINA WEALTH MANAGEMENT INC Service code 16 244 D OLMSTEAD BLVD · PINEHURST, NC 28374 | Consulting | $36,000 |
T ROWE PRICE RPS INC2 years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $25,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,812 | $45,022+86.2% | $85,126-1.5% | $77,714+7.8% |
| Participation rate | 32.4% | 48.7%-16.3pp | 67.5%-35.2pp | 70.6%-38.2pp |
| Annual return | 16.54% | 79.38%-62.8pp | 66.63%-50.1pp | 31.26%-14.7pp |
| Employer contribution / active EE | $837 | $1,610-48.0% | $2,731-69.3% | $2,727-69.3% |
| Participant deferral / active EE | $1,608 | $2,811-42.8% | $4,523-64.5% | $4,649-65.4% |
| Admin fee / account holder | $299 | $913-67.2% | $6,160-95.1% | $433-30.9% |