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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,547 | $61,172-61.5% | $185,851-87.3% | $79,389-70.3% |
| Participation rate | 41.7% | 66.6%-24.9pp | 81.7%-40.0pp | 70.7%-29.0pp |
| Annual return | 11.21% | 19.45%-8.2pp | 122.11%-110.9pp | 116.89%-105.7pp |
| Employer contribution / active EE | $737 | $2,321-68.2% | $5,168-85.7% | $2,428-69.6% |
| Participant deferral / active EE | $1,063 | $2,788-61.9% | $5,569-80.9% | $4,046-73.7% |
| Admin fee / account holder | $8 | $710-98.9% | $16,245-100.0% | $626-98.7% |