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| Provider | Service type | Compensation |
|---|---|---|
VERISIGHT, INC.1+ years Service code 13 · EIN 27-2037969 | Contract Administrator | $30,640 |
CAROLINA WEALTH MANAGEMENT, INC.1+ years Service code 27 1706-A E. ARLINGTON BLVD · GREENVILLE, NC 27858 | Advisory (Plan) | $25,623 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $10,707 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,539 | $39,245-50.2% | $64,105-69.5% | $52,331-62.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | -1.49% | 14.79%-16.3pp | 791.24%-792.7pp | 4.54%-6.0pp |
| Employer contribution / active EE | $1,455 | $736+97.7% | $1,820-20.0% | $1,882-22.7% |
| Participant deferral / active EE | $2,511 | $1,992+26.1% | $2,822-11.0% | $3,022-16.9% |
| Admin fee / account holder | $245 | $592-58.6% | $4,499-94.5% | $592-58.5% |