Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,933 | $55,446-56.8% | $155,574-84.6% | $74,429-67.8% |
| Participation rate | 34.5% | 61.9%-27.4pp | 78.2%-43.7pp | 67.2%-32.7pp |
| Annual return | 12.28% | 269.20%-256.9pp | 64.87%-52.6pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $905 | $2,266-60.0% | $4,676-80.6% | $2,625-65.5% |
| Participant deferral / active EE | $1,245 | $2,836-56.1% | $5,629-77.9% | $4,348-71.4% |
| Admin fee / account holder | $4 | $1,743-99.8% | $15,914-100.0% | $1,944-99.8% |