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| Provider | Service type | Compensation |
|---|---|---|
CAROLINA WEALTH MANAGEMENT, INC.2+ years Service code 27 1706-A E. ARLINGTON BLVD · GREENVILLE, NC 27858 | Advisory (Plan) | $35,740 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $21,917 |
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 | $21,452 | $42,546-49.6% | $71,796-70.1% | $55,167-61.1% |
| Participation rate | 100.0% | 59.1%+40.9pp | 69.1%+30.9pp | 69.0%+31.0pp |
| Annual return | 13.22% | 12.36%+0.9pp | 78.04%-64.8pp | 169.23%-156.0pp |
| Employer contribution / active EE | $1,498 | $803+86.4% | $1,924-22.2% | $1,963-23.7% |
| Participant deferral / active EE | $2,716 | $2,064+31.6% | $2,794-2.8% | $3,054-11.1% |
| Admin fee / account holder | $190 | $650-70.8% | $4,815-96.1% | $504-62.4% |