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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $298 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,285 | $46,173-86.4% | $170,435-96.3% | $69,631-91.0% |
| Participation rate | 98.3% | 63.9%+34.4pp | 83.6%+14.7pp | 70.7%+27.6pp |
| Annual return | 25.11% | 21.62%+3.5pp | 205.94%-180.8pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $3,214 | $1,610+99.6% | $5,432-40.8% | $2,032+58.1% |
| Participant deferral / active EE | $828 | $2,080-60.2% | $4,939-83.2% | $3,224-74.3% |
| Admin fee / account holder | $1 | $116-99.4% | $13,881-100.0% | $110-99.4% |