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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $3,975 |
Filed as: FIDELITY INVESTMENTS INST OP CO,INC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,276 | $46,732-52.3% | $156,551-85.8% | $55,167-59.6% |
| Participation rate | 40.6% | 65.8%-25.2pp | 84.0%-43.4pp | 69.0%-28.4pp |
| Annual return | 5.59% | 17.72%-12.1pp | 32.23%-26.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,574 | $2,204-28.6% | $4,871-67.7% | $3,054-48.5% |
| Admin fee / account holder | $19 | $418-95.4% | $13,028-99.9% | $504-96.2% |