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| Provider | Service type | Compensation |
|---|---|---|
SAPERE WEALTH MANAGEMENT, LLC1+ years Service code 51 · EIN 75-3034557 130 MATTHEWS STATION STREET, STE.2A · MATTHEWS, NC 28105 | Investment Mgmt Fees | $101,098 |
BARROW, PARRIS & DAVENPORT, PA1+ years Service code 10 · EIN 20-3919567 P.O. BOX 6069 · KINSTON, NC 285010069 | Accounting | $6,625 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,505 | $75,832+66.8% | $147,617-14.3% | $59,633+112.1% |
| Participation rate | 97.4% | 71.6%+25.8pp | 84.6%+12.8pp | 68.7%+28.7pp |
| Annual return | -17.31% | 0.37%-17.7pp | 61.98%-79.3pp | 2041.45%-2058.8pp |
| Employer contribution / active EE | $8,673 | $3,485+148.9% | $5,564+55.9% | $2,203+293.7% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,171 | $5,986-80.4% | $11,612-89.9% | $4,297-72.8% |