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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $40,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $58,888-36.8% | $178,499-79.2% | $73,493-49.4% |
| Participation rate | 67.0% | 66.2%+0.8pp | 81.9%-14.9pp | 70.7%-3.7pp |
| Annual return | 14.72% | 24.86%-10.1pp | 151.10%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $657 | $2,236-70.6% | $5,011-86.9% | $2,270-71.1% |
| Participant deferral / active EE | $2,352 | $2,568-8.4% | $5,202-54.8% | $3,740-37.1% |
| Admin fee / account holder | $142 | $400-64.6% | $13,986-99.0% | $513-72.4% |