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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,629 | $55,453-66.4% | $170,435-89.1% | $62,293-70.1% |
| Participation rate | 40.3% | 66.4%-26.1pp | 83.6%-43.3pp | 69.5%-29.3pp |
| Annual return | 12.49% | 21.38%-8.9pp | 205.94%-193.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $514 | $2,164-76.2% | $5,432-90.5% | $2,042-74.8% |
| Participant deferral / active EE | $722 | $2,303-68.7% | $4,939-85.4% | $3,169-77.2% |
| Admin fee / account holder | $7 | $455-98.6% | $13,881-100.0% | $479-98.6% |