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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $409 |
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 | $19,833 | $65,125-69.5% | $143,797-86.2% | $66,949-70.4% |
| Participation rate | 41.7% | 65.2%-23.5pp | 80.3%-38.6pp | 69.8%-28.1pp |
| Annual return | -14.18% | -11.13%-3.1pp | -0.04%-14.1pp | 1.57%-15.8pp |
| Employer contribution / active EE | $786 | $2,362-66.7% | $4,952-84.1% | $2,545-69.1% |
| Participant deferral / active EE | $1,129 | $2,920-61.4% | $5,638-80.0% | $4,239-73.4% |
| Admin fee / account holder | $4 | $503-99.3% | $14,679-100.0% | $594-99.4% |