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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 | $45,109+85.8% | $85,187-1.6% | $77,736+7.8% |
| Participation rate | 32.4% | 48.7%-16.3pp | 67.5%-35.2pp | 70.6%-38.2pp |
| Annual return | 16.54% | 79.55%-63.0pp | 66.67%-50.1pp | 31.26%-14.7pp |
| Employer contribution / active EE | $837 | $1,602-47.7% | $2,732-69.4% | $2,728-69.3% |
| Participant deferral / active EE | $1,608 | $2,814-42.9% | $4,525-64.5% | $4,651-65.4% |
| Admin fee / account holder | $299 | $915-67.3% | $6,162-95.1% | $433-30.9% |