Benchmarking Carolina Sunrock LLC 401(K) Retirement Plan in Raleigh, NC against all plans
Carolina Sunrock LLC 401(K) Retirement Plan in Raleigh, NC has the 5th-highest diversity of asset types (12.6%) among the 27 plans in Raleigh, NC that provide for automatic enrollment. That 12.6% compares to an average of 7.5% across those 27 plans.
Carolina Sunrock LLC 401(K) Retirement Plan has these standings among those 27 peer plans related to asset types (values of zero are not shown):
Carolina Sunrock LLC 401(K) Retirement Plan has these standings among those 27 peer plans related to asset types (values of zero are not shown):
- diversity of asset types = 12.6% (5th-highest)
- receivables - employer contributions = $21,754 (5th-most)
- receivables - participant contributions = $39,324 (3rd-most)
- other receivables (not employer nor participant contributions) = $1,562 (the most)
- participant loans = $624,436 (2nd-most)
- value of interest in registered investment companies (e.g., mutual funds) = $13.70M (10th-lowest, tied)
- value of funds held in insurance company general account (unallocated contracts) = $767,197 (2nd-highest)
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Peers
beat out by D & C Employees' 401(K) Plan in Raleigh, NC (24.1%), Retirement Savings Plan of Golden Corral Corporation in Raleigh, NC (20.4%), Mackay Communications, Inc. Employee Retirement Savings Plan and Trust in Raleigh, NC (16.4%), and L.E. Wooten & Company Profit Sharing Savings Plan in Raleigh, NC (13.6%).
beat Anderson Automotive Group 401(K) Profit Sharing Plan in Raleigh, NC (10.4%), Workplace Options, LLC Ret SVGS Plan in Raleigh, NC (9.8%), Raleigh Pediatric Associates, P.A. Retirement Plan in Raleigh, NC (9.5%), and Local Government Federal Credit Union 401(K) Plan and Trust in Raleigh, NC (8.4%), and 18 others, ending with L&M Family of Companies 401(K) and PSP in Raleigh, NC (0.3%).
beat Anderson Automotive Group 401(K) Profit Sharing Plan in Raleigh, NC (10.4%), Workplace Options, LLC Ret SVGS Plan in Raleigh, NC (9.8%), Raleigh Pediatric Associates, P.A. Retirement Plan in Raleigh, NC (9.5%), and Local Government Federal Credit Union 401(K) Plan and Trust in Raleigh, NC (8.4%), and 18 others, ending with L&M Family of Companies 401(K) and PSP in Raleigh, NC (0.3%).
References
- diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.