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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $4,880 |
Service code 99 150 RIVERMEAD RD · PETERBOROUGH, NH 03458 | Other Fees | $3,190 |
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 | $17,649 | $36,916-52.2% | $156,551-88.7% | $57,658-69.4% |
| Participation rate | 53.2% | 63.4%-10.2pp | 84.0%-30.8pp | 70.2%-17.0pp |
| Annual return | 5.78% | 12.38%-6.6pp | 32.23%-26.4pp | 5.13%+0.6pp |
| Employer contribution / active EE | $782 | $1,571-50.2% | $5,501-85.8% | $1,974-60.4% |
| Participant deferral / active EE | $1,132 | $1,926-41.2% | $4,871-76.8% | $3,061-63.0% |
| Admin fee / account holder | $39 | $82-52.3% | $13,028-99.7% | $95-58.4% |