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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
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 | $58,560 | $32,037+82.8% | $69,182-15.4% | $62,881-6.9% |
| Participation rate | 91.2% | 43.4%+47.8pp | 55.1%+36.1pp | 69.3%+21.9pp |
| Annual return | 4.76% | 15.16%-10.4pp | -21.93%+26.7pp | 20.14%-15.4pp |
| Employer contribution / active EE | $3,899 | $679+474.1% | $1,206+223.3% | $2,281+70.9% |
| Participant deferral / active EE | $5,298 | $1,185+346.9% | $1,897+179.3% | $3,203+65.4% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |