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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 4208 SIX FORKS RD · RALEIGH, NC 276092983 | Investment Management | $40,303 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,194 | $104,497+152.8% | $159,487+65.7% | $79,389+232.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.03% | 67.98%-56.0pp | 263.71%-251.7pp | 116.89%-104.9pp |
| Employer contribution / active EE | $20,276 | $3,418+493.3% | $4,831+319.7% | $2,428+735.2% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,354-100.0% | $4,046-100.0% |
| Admin fee / account holder | $180 | $711-74.7% | $10,804-98.3% | $626-71.3% |