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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,096 | $36,916-26.6% | $156,551-82.7% | $57,658-53.0% |
| Participation rate | 36.6% | 63.4%-26.9pp | 84.0%-47.4pp | 70.2%-33.7pp |
| Annual return | 5.12% | 12.38%-7.3pp | 32.23%-27.1pp | 5.13%0pp |
| Employer contribution / active EE | $786 | $1,571-49.9% | $5,501-85.7% | $1,974-60.2% |
| Participant deferral / active EE | $784 | $1,926-59.3% | $4,871-83.9% | $3,061-74.4% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |