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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $2,475 |
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 | $48,526 | $45,041+7.7% | $63,003-23.0% | $70,131-30.8% |
| Participation rate | 88.5% | 69.5%+18.9pp | 74.8%+13.7pp | 69.5%+18.9pp |
| Annual return | 15.39% | 18.76%-3.4pp | 87.59%-72.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,646 | $2,052+126.4% | $2,760+68.3% | $2,342+98.3% |
| Participant deferral / active EE | $4,266 | $2,465+73.0% | $3,329+28.1% | $3,332+28.0% |
| Admin fee / account holder | $23 | $2,836-99.2% | $3,600-99.4% | $4,645-99.5% |