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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,763 | $52,293-75.6% | $178,503-92.9% | $73,412-82.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 15.14% | 34.75%-19.6pp | 151.12%-136.0pp | 59.30%-44.2pp |
| Employer contribution / active EE | $4,155 | $1,736+139.3% | $5,011-17.1% | $2,234+86.0% |
| Participant deferral / active EE | $361 | $2,333-84.5% | $5,202-93.1% | $3,806-90.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |