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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $38,634 |
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 | $37,716 | $37,196+1.4% | $154,111-75.5% | $55,725-32.3% |
| Participation rate | 43.1% | 64.1%-21.0pp | 83.0%-39.9pp | 70.9%-27.7pp |
| Annual return | -2.77% | 1319.68%-1322.4pp | 735.18%-738.0pp | 244.93%-247.7pp |
| Employer contribution / active EE | $595 | $1,614-63.1% | $5,298-88.8% | $2,078-71.4% |
| Participant deferral / active EE | $2,041 | $2,068-1.3% | $5,081-59.8% | $3,356-39.2% |
| Admin fee / account holder | $31 | $102-69.1% | $13,411-99.8% | $115-72.7% |