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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Investment Mgmt Fees | $7,932 |
TIAA4 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping Fees | $4,620 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,957 | $65,582+64.6% | $64,099+68.4% | $71,495+51.0% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 16.56% | 18.96%-2.4pp | 33.70%-17.1pp | 28.85%-12.3pp |
| Employer contribution / active EE | $3,095 | $2,671+15.9% | $2,748+12.6% | $2,589+19.5% |
| Participant deferral / active EE | $9,798 | $3,628+170.1% | $3,881+152.4% | $4,291+128.3% |
| Admin fee / account holder | $89 | $616-85.5% | $3,070-97.1% | $1,588-94.4% |