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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $1,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,585 | $46,732-47.4% | $156,551-84.3% | $55,167-55.4% |
| Participation rate | 25.7% | 65.8%-40.1pp | 84.0%-58.4pp | 69.0%-43.3pp |
| Annual return | 5.07% | 17.72%-12.6pp | 32.23%-27.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $646 | $2,105-69.3% | $5,501-88.3% | $1,963-67.1% |
| Participant deferral / active EE | $1,162 | $2,204-47.3% | $4,871-76.2% | $3,054-62.0% |
| Admin fee / account holder | $20 | $418-95.2% | $13,028-99.8% | $504-96.0% |