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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1623293 | Actuarial | $26,873 |
Filed as: BB&T INSTITUTIONAL INVESTMENT ADVIS Service code 27 · EIN 57-0956597 | Advisory (Plan) | $17,672 |
DMJ & CO., PLLC2 years Filed as: DMJ & CO. PLLC Service code 10 · EIN 56-0570567 703 GREEN VALLEY ROAD, SUITE 201 · GREENSBORO, NC 27408 | Accounting | $14,500 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 11.95% | 10.93%+1.0pp | 10.16%+1.8pp | 13.95%-2.0pp |
| Employer contribution / active EE | $163 | $10,209-98.4% | $33,192-99.5% | $16,598-99.0% |
| Participant deferral / active EE | $2,206 | $442+398.9% | $66+3254.3% | $511+331.6% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |