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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $485 |
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 | $22,666 | $61,391-63.1% | $149,723-84.9% | $71,529-68.3% |
| Participation rate | 33.9% | 62.5%-28.6pp | 78.8%-44.9pp | 67.9%-34.0pp |
| Annual return | 15.23% | 35.88%-20.6pp | 134.50%-119.3pp | 28.97%-13.7pp |
| Employer contribution / active EE | $825 | $2,384-65.4% | $4,821-82.9% | $2,590-68.2% |
| Participant deferral / active EE | $1,173 | $2,921-59.8% | $5,682-79.4% | $4,291-72.7% |
| Admin fee / account holder | $4 | $1,264-99.7% | $13,215-100.0% | $1,588-99.8% |