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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,363 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $50,547 | $39,132+29.2% | $57,196-11.6% | $62,881-19.6% |
| Participation rate | 75.5% | 70.5%+5.0pp | 75.3%+0.1pp | 69.3%+6.2pp |
| Annual return | 6.13% | 9.24%-3.1pp | 14.59%-8.5pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,213 | $1,874+124.9% | $2,683+57.0% | $2,281+84.7% |
| Participant deferral / active EE | $3,854 | $2,374+62.3% | $3,096+24.5% | $3,203+20.3% |
| Admin fee / account holder | $23 | $2,594-99.1% | $3,141-99.3% | $4,296-99.5% |