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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.4+ years Filed as: THE VANGUARD GROUP, INC Service code 26 · EIN 23-1945930 | Advisory (Participants) | $26,800 |
Filed as: FIRST CITIZENS BANK & TRUST Service code 27 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Plan) | $25,000 |
QRPS, INC.4+ years Filed as: QRPS, INC Service code 26 2724 DISCOVERY DR., SUITE 100 · RALEIGH, NC 27616 | Advisory (Participants) | $11,110 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,319 | $59,006-13.0% | $97,260-47.2% | $74,459-31.1% |
| Participation rate | 86.7% | 63.7%+23.0pp | 72.7%+14.0pp | 67.2%+19.5pp |
| Annual return | 12.90% | 16.04%-3.1pp | 75.54%-62.6pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,656 | $1,894-12.6% | $2,721-39.1% | $2,626-36.9% |
| Participant deferral / active EE | $5,089 | $3,671+38.6% | $4,262+19.4% | $4,350+17.0% |
| Admin fee / account holder | $175 | $1,974-91.1% | $5,640-96.9% | $1,945-91.0% |