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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $41,519 |
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 | $33,384 | $52,961-37.0% | $172,755-80.7% | $65,185-48.8% |
| Participation rate | 61.6% | 66.2%-4.6pp | 82.6%-21.0pp | 70.2%-8.6pp |
| Annual return | 18.18% | 30.12%-11.9pp | 802.94%-784.8pp | 29.38%-11.2pp |
| Employer contribution / active EE | $555 | $2,190-74.7% | $5,144-89.2% | $2,177-74.5% |
| Participant deferral / active EE | $2,016 | $2,471-18.4% | $5,198-61.2% | $3,514-42.6% |
| Admin fee / account holder | $30 | $472-93.6% | $13,955-99.8% | $847-96.5% |